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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
401
$65.2K 0.01%
548
+222
402
$64.8K 0.01%
248
+99
403
$64.7K 0.01%
2,625
404
$64.3K 0.01%
264
-7
405
$64.3K 0.01%
770
+385
406
$64.1K 0.01%
260
+130
407
$64K 0.01%
3,000
408
$64K 0.01%
278
+139
409
$63.8K 0.01%
484
+242
410
$63.6K 0.01%
1,140
411
$63.6K 0.01%
866
412
$63.1K 0.01%
1,438
+719
413
$62.1K 0.01%
486
+93
414
$61.3K 0.01%
210
415
$61.3K 0.01%
123
+51
416
$60.9K 0.01%
1,017
417
$60.2K 0.01%
1,270
-422
418
$60.2K 0.01%
600
419
$60.1K 0.01%
448
+199
420
$59.8K 0.01%
822
+122
421
$59.5K 0.01%
1,296
422
$58.5K 0.01%
696
+280
423
$58.2K 0.01%
1,024
+512
424
$57.7K 0.01%
2,500
425
$57.5K 0.01%
690
-400
15 16
17
18 19