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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
526
$38.7K 0.01%
464
+232
527
$38.7K 0.01%
192
+96
528
$38.6K 0.01%
110
+60
529
$38.5K 0.01%
1,360
+1,032
530
$38.3K 0.01%
426
+213
531
$38.3K 0.01%
2,000
532
$38.2K 0.01%
278
+139
533
$38.2K 0.01%
448
+224
534
$38.1K 0.01%
415
+193
535
$37.9K 0.01%
228
+114
536
$37.9K 0.01%
243
+106
537
$37.7K 0.01%
3,500
538
$37.6K 0.01%
503
+133
539
$37.6K 0.01%
68
+34
540
$37.5K 0.01%
395
541
$37.2K 0.01%
+1,558
542
$37.2K 0.01%
650
543
$37.1K 0.01%
370
+185
544
$36.7K 0.01%
680
545
$36.5K 0.01%
886
+443
546
$36.1K 0.01%
1,667
547
$35.9K 0.01%
1,166
+233
548
$35.9K 0.01%
324
+162
549
$35.8K 0.01%
326
+163
550
$35.8K 0.01%
132
+66
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