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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
326
$106K 0.02%
2,160
327
$106K 0.02%
842
+549
328
$105K 0.02%
1,384
+105
329
$105K 0.02%
790
+165
330
$105K 0.02%
2,205
331
$104K 0.02%
1,571
+287
332
$104K 0.02%
2,000
333
$104K 0.02%
2,062
+1,031
334
$104K 0.02%
1,260
+455
335
$102K 0.02%
900
-100
336
$102K 0.02%
240
+98
337
$101K 0.02%
5,000
338
$101K 0.02%
387
+122
339
$98.4K 0.02%
301
+54
340
$96.8K 0.02%
400
341
$96K 0.02%
1,028
+339
342
$95.8K 0.02%
137
+32
343
$94.3K 0.02%
366
+125
344
$94.1K 0.02%
427
+128
345
$91.5K 0.01%
1,250
-101
346
$91.5K 0.01%
1,500
-1,928
347
$91.4K 0.01%
562
348
$91.4K 0.01%
2,933
+702
349
$90.3K 0.01%
1,238
+219
350
$88.8K 0.01%
2,066
+1,033
12 13
14
15 16