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
1026
$3.49K ﹤0.01%
38
1027
$3.44K ﹤0.01%
250
+122
1028
$3.42K ﹤0.01%
450
1029
$3.35K ﹤0.01%
+500
1030
$3.31K ﹤0.01%
45
-29
1031
$3.26K ﹤0.01%
1,250
1032
$3.23K ﹤0.01%
30
1033
$3.18K ﹤0.01%
2,000
1034
$3.14K ﹤0.01%
200
1035
$3.12K ﹤0.01%
1,200
1036
$3K ﹤0.01%
50
1037
$2.98K ﹤0.01%
41
1038
$2.97K ﹤0.01%
28
1039
$2.97K ﹤0.01%
250
+100
1040
$2.93K ﹤0.01%
133
1041
$2.88K ﹤0.01%
50
1042
$2.81K ﹤0.01%
100
1043
$2.76K ﹤0.01%
44
-3
1044
$2.75K ﹤0.01%
84
-500
1045
$2.71K ﹤0.01%
225
1046
$2.66K ﹤0.01%
900
1047
$2.65K ﹤0.01%
38
1048
$2.59K ﹤0.01%
100
1049
$2.57K ﹤0.01%
30
1050
$2.5K ﹤0.01%
100
40 41
42
43 44