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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
376
$75.9K 0.01%
7,288
+3,644
377
$75.9K 0.01%
770
+525
378
$75.6K 0.01%
444
+72
379
$74.7K 0.01%
420
380
$73.8K 0.01%
4,000
381
$73.6K 0.01%
1,092
+227
382
$72.8K 0.01%
339
+159
383
$72.8K 0.01%
1,020
+510
384
$72.1K 0.01%
1,838
385
$71.5K 0.01%
55
386
$71.1K 0.01%
176
+73
387
$70.6K 0.01%
350
388
$70.5K 0.01%
2,308
+1,154
389
$70.3K 0.01%
146
+67
390
$70K 0.01%
344
391
$69K 0.01%
1,958
392
$68.8K 0.01%
102
+51
393
$68.5K 0.01%
1,366
+259
394
$68.1K 0.01%
300
395
$67.9K 0.01%
580
396
$67K 0.01%
555
397
$66K 0.01%
1,098
+299
398
$65.7K 0.01%
532
+216
399
$65.3K 0.01%
857
400
$65.2K 0.01%
4,595
+2,236
14 15
16
17 18