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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
$626M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,440
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$650K
3
+$622K
4
ALMU
Aeluma Inc
ALMU
+$620K
5
MLN icon
VanEck Long Muni ETF
MLN
+$579K

Top Sells

1
+$468K
2
+$349K
3
+$322K
4
NOC icon
Northrop Grumman
NOC
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$307K

Sector Composition

1 Technology 18.76%
2 Healthcare 7.85%
3 Industrials 7.4%
4 Communication Services 5.56%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.04%
20,000
227
$239K 0.04%
12,053
228
$238K 0.04%
5,000
229
$238K 0.04%
4,750
230
$235K 0.04%
3,055
231
$235K 0.04%
984
232
$234K 0.04%
407
+187
233
$233K 0.04%
2,453
-55
234
$233K 0.04%
2,219
+444
235
$232K 0.04%
+2,172
236
$231K 0.04%
3,447
237
$227K 0.04%
2,762
+197
238
$225K 0.04%
1,000
239
$222K 0.04%
2,351
240
$221K 0.04%
7,884
+1,571
241
$219K 0.04%
2,344
242
$214K 0.03%
103,450
+82,075
243
$213K 0.03%
1,460
244
$212K 0.03%
845
+2
245
$212K 0.03%
1,438
+219
246
$211K 0.03%
6,166
+1,250
247
$210K 0.03%
295
+12
248
$210K 0.03%
2,748
+339
249
$209K 0.03%
1,122
250
$206K 0.03%
13,000
-300
8 9
10
11 12