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
1051
$2.49K ﹤0.01%
175
1052
$2.3K ﹤0.01%
48
1053
$2.27K ﹤0.01%
500
1054
$2.24K ﹤0.01%
600
1055
$1.94K ﹤0.01%
100
1056
$1.92K ﹤0.01%
283
1057
$1.87K ﹤0.01%
9
1058
$1.86K ﹤0.01%
80
1059
$1.84K ﹤0.01%
190
1060
$1.84K ﹤0.01%
20
1061
$1.81K ﹤0.01%
29
1062
$1.8K ﹤0.01%
168
1063
$1.62K ﹤0.01%
300
1064
$1.56K ﹤0.01%
125
1065
$1.51K ﹤0.01%
60
1066
$1.48K ﹤0.01%
675
1067
$1.4K ﹤0.01%
24
1068
$1.35K ﹤0.01%
+75
1069
$1.28K ﹤0.01%
100
1070
$1.26K ﹤0.01%
90
1071
$1.25K ﹤0.01%
20
1072
$1.24K ﹤0.01%
89
-15
1073
$1.15K ﹤0.01%
50
-47
1074
$1.09K ﹤0.01%
+23
1075
$1.08K ﹤0.01%
49
41 42
43
44 45