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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
476
$46.1K 0.01%
230
477
$46K 0.01%
60
+30
478
$45.7K 0.01%
142
479
$45.1K 0.01%
991
+492
480
$45K 0.01%
1,867
481
$45K 0.01%
91
+45
482
$44.9K 0.01%
502
+127
483
$44.7K 0.01%
415
+127
484
$44.5K 0.01%
2,316
+1,158
485
$44.3K 0.01%
728
+259
486
$44.2K 0.01%
96
+48
487
$44.1K 0.01%
460
488
$44.1K 0.01%
338
+97
489
$44K 0.01%
143
490
$43.6K 0.01%
1,300
491
$42.9K 0.01%
61
+23
492
$42.7K 0.01%
142
+71
493
$42.6K 0.01%
300
494
$42.6K 0.01%
296
+78
495
$42.6K 0.01%
306
+155
496
$42.4K 0.01%
28
+14
497
$42.3K 0.01%
704
+54
498
$42.2K 0.01%
432
+216
499
$42.1K 0.01%
1,186
+593
500
$42.1K 0.01%
1,164
18 19
20
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