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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
26
$5.33M 0.85%
5,585
+27
27
$5.12M 0.82%
8,441
-566
28
$5.1M 0.81%
50,624
+112
29
$5.01M 0.8%
35,753
+578
30
$4.82M 0.77%
48,385
-379
31
$4.58M 0.73%
16,211
+361
32
$4.56M 0.73%
32,618
-157
33
$4.25M 0.68%
78,969
+173
34
$4.21M 0.67%
17,038
-133
35
$4.14M 0.66%
119,195
+11,127
36
$3.96M 0.63%
16,972
-284
37
$3.86M 0.62%
23,169
-225
38
$3.84M 0.61%
35,693
-1,378
39
$3.79M 0.61%
35,559
+1,525
40
$3.76M 0.6%
74,055
+437
41
$3.59M 0.57%
47,508
-1,006
42
$3.57M 0.57%
30,548
-55
43
$3.52M 0.56%
69,628
44
$3.49M 0.56%
68,859
+500
45
$3.39M 0.54%
51,405
+1,197
46
$3.38M 0.54%
10,340
-40
47
$3.17M 0.51%
43,211
+91
48
$3.09M 0.49%
13,631
-213
49
$3.05M 0.49%
11,715
-50
50
$2.91M 0.47%
16,901
+99
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2
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