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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
276
$157K 0.03%
430
277
$156K 0.02%
35,900
278
$155K 0.02%
12,967
279
$153K 0.02%
1,059
+314
280
$152K 0.02%
894
+4
281
$152K 0.02%
2,950
-100
282
$150K 0.02%
554
-100
283
$149K 0.02%
422
284
$146K 0.02%
1,174
+557
285
$146K 0.02%
3,000
286
$145K 0.02%
1,780
+740
287
$145K 0.02%
5,404
+300
288
$144K 0.02%
308
+142
289
$144K 0.02%
421
+57
290
$142K 0.02%
1,500
291
$141K 0.02%
385
+91
292
$139K 0.02%
1,000
293
$138K 0.02%
1,123
+182
294
$138K 0.02%
2,300
295
$138K 0.02%
4,500
296
$137K 0.02%
4,516
+16
297
$136K 0.02%
1,500
+423
298
$136K 0.02%
502
+251
299
$135K 0.02%
526
+48
300
$134K 0.02%
1,212
+154
10 11
12
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