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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
251
$203K 0.03%
1,098
+304
252
$203K 0.03%
263
+29
253
$201K 0.03%
3,211
+269
254
$200K 0.03%
1,778
+178
255
$199K 0.03%
583
+126
256
$198K 0.03%
7,204
+383
257
$196K 0.03%
2,610
258
$196K 0.03%
918
+259
259
$195K 0.03%
521
+148
260
$195K 0.03%
4,800
261
$193K 0.03%
849
+65
262
$193K 0.03%
6,080
-1,906
263
$183K 0.03%
2,040
+498
264
$179K 0.03%
1,752
+876
265
$177K 0.03%
4,391
266
$176K 0.03%
413
+62
267
$171K 0.03%
1,355
268
$170K 0.03%
975
269
$170K 0.03%
1,140
+370
270
$169K 0.03%
3,356
271
$168K 0.03%
4,624
-100
272
$166K 0.03%
940
273
$163K 0.03%
8,450
-1,375
274
$161K 0.03%
2,830
+473
275
$160K 0.03%
1,800
9 10
11
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