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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
301
$133K 0.02%
1,695
302
$133K 0.02%
2,000
303
$131K 0.02%
3,507
304
$129K 0.02%
4,340
305
$128K 0.02%
1,327
+351
306
$128K 0.02%
2,990
307
$128K 0.02%
2,760
308
$122K 0.02%
520
+139
309
$122K 0.02%
2,160
+680
310
$122K 0.02%
292
+26
311
$120K 0.02%
2,353
312
$119K 0.02%
3,850
313
$119K 0.02%
505
+120
314
$119K 0.02%
28
+8
315
$118K 0.02%
1,541
+1,500
316
$117K 0.02%
6,208
317
$116K 0.02%
35,000
318
$115K 0.02%
1,296
319
$113K 0.02%
257
+124
320
$111K 0.02%
4,439
321
$111K 0.02%
3,391
322
$110K 0.02%
2,013
323
$109K 0.02%
1,516
+1
324
$107K 0.02%
541
+101
325
$106K 0.02%
519
+1
11 12
13
14 15