WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$735K
3
+$689K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$648K
5
MLN icon
VanEck Long Muni ETF
MLN
+$580K

Top Sells

1
+$1.04M
2
+$1.02M
3
+$749K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$734K
5
TPC
Tutor Perini Cor
TPC
+$608K

Sector Composition

1 Technology 18.33%
2 Healthcare 7.47%
3 Industrials 7.01%
4 Communication Services 5.41%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$5.84K ﹤0.01%
238
977
$5.83K ﹤0.01%
150
978
$5.79K ﹤0.01%
+80
979
$5.76K ﹤0.01%
+408
980
$5.71K ﹤0.01%
100
981
$5.66K ﹤0.01%
2,000
982
$5.65K ﹤0.01%
+316
983
$5.64K ﹤0.01%
+172
984
$5.62K ﹤0.01%
+267
985
$5.61K ﹤0.01%
100
986
$5.6K ﹤0.01%
50
987
$5.49K ﹤0.01%
+448
988
$5.49K ﹤0.01%
3,100
-400
989
$5.43K ﹤0.01%
142
990
$5.43K ﹤0.01%
33
991
$5.41K ﹤0.01%
+340
992
$5.37K ﹤0.01%
422
993
$5.25K ﹤0.01%
+200
994
$5.21K ﹤0.01%
3,500
995
$5.08K ﹤0.01%
443
-539
996
$5K ﹤0.01%
2
997
$4.94K ﹤0.01%
25
998
$4.78K ﹤0.01%
265
999
$4.77K ﹤0.01%
27
1000
$4.66K ﹤0.01%
200
38 39
40
41 42