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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
451
$49.9K 0.01%
248
+109
452
$49.9K 0.01%
1,288
+451
453
$49.7K 0.01%
578
+289
454
$49.6K 0.01%
186
+63
455
$49.5K 0.01%
330
+165
456
$49.3K 0.01%
+1,664
457
$49K 0.01%
116
458
$49K 0.01%
824
+337
459
$48.9K 0.01%
1,234
+617
460
$48.8K 0.01%
844
+422
461
$48.7K 0.01%
816
+58
462
$48.6K 0.01%
2,004
+902
463
$48.5K 0.01%
18,436
+9,218
464
$48.4K 0.01%
1,975
-55
465
$48.3K 0.01%
1,869
466
$48.2K 0.01%
225
+100
467
$48.2K 0.01%
801
+223
468
$47.8K 0.01%
1,350
469
$47.1K 0.01%
76
+38
470
$47.1K 0.01%
252
+126
471
$47K 0.01%
830
+133
472
$46.7K 0.01%
81
473
$46.7K 0.01%
1,200
474
$46.4K 0.01%
396
+40
475
$46.2K 0.01%
199
+90
17 18
19
20 21