We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
1126
– –
-100
1127
– –
-737
1128
– –
-86
1129
– –
-142
1130
– –
-250
1131
– –
-28
1132
– –
-21
1133
– –
-11
1134
– –
0
1135
– –
-550
1136
– –
-100
1137
– –
-337
1138
– –
-150
1139
– –
-22
1140
– –
-67
1141
– –
-75
1142
– –
-125
1143
– –
-300
1144
– –
-300
1145
– –
-205
1146
– –
-4,700
1147
– –
-50
1148
– –
-1,600
1149
– –
-200
1150
– –
-25
43 44 45
46
47