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
1076
$1.06K ﹤0.01%
166
1077
$1.04K ﹤0.01%
25
-10
1078
$1.01K ﹤0.01%
700
1079
$988 ﹤0.01%
100
1080
$925 ﹤0.01%
50
1081
$849 ﹤0.01%
19
1082
$801 ﹤0.01%
18
1083
$788 ﹤0.01%
63
+25
1084
$788 ﹤0.01%
+11
1085
$758 ﹤0.01%
200
1086
$703 ﹤0.01%
330
1087
$635 ﹤0.01%
150
1088
$624 ﹤0.01%
62
1089
$597 ﹤0.01%
30
+5
1090
$563 ﹤0.01%
55
-22
1091
$539 ﹤0.01%
15
1092
$537 ﹤0.01%
50
1093
$533 ﹤0.01%
1,033
1094
$531 ﹤0.01%
7
1095
$530 ﹤0.01%
10
1096
$526 ﹤0.01%
36
1097
$520 ﹤0.01%
34
-34
1098
$440 ﹤0.01%
200
1099
$435 ﹤0.01%
50
1100
$329 ﹤0.01%
12
42 43
44
45 46