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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
426
$57.3K 0.01%
803
427
$56.4K 0.01%
1,300
428
$56K 0.01%
554
429
$54.8K 0.01%
260
+130
430
$54.7K 0.01%
100
-10
431
$54.5K 0.01%
448
-1
432
$54.5K 0.01%
1,580
+739
433
$54K 0.01%
816
434
$54K 0.01%
696
-600
435
$53.2K 0.01%
420
436
$53.1K 0.01%
500
437
$52.8K 0.01%
702
438
$52.6K 0.01%
834
439
$52.4K 0.01%
322
+161
440
$52.3K 0.01%
77
+43
441
$51.8K 0.01%
995
-200
442
$51.8K 0.01%
338
+169
443
$51.7K 0.01%
900
444
$51.6K 0.01%
333
+167
445
$51.2K 0.01%
24,500
-2,500
446
$51.2K 0.01%
97
447
$50.8K 0.01%
1,000
-372
448
$50.5K 0.01%
335
449
$50.5K 0.01%
1,210
+605
450
$50.3K 0.01%
694
+346
16 17
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