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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
551
$35.5K 0.01%
206
+103
552
$35.4K 0.01%
152
+76
553
$35.4K 0.01%
900
554
$35.1K 0.01%
209
555
$35.1K 0.01%
1,667
556
$35K 0.01%
172
+40
557
$35K 0.01%
279
558
$34.9K 0.01%
279
+101
559
$34.9K 0.01%
144
+30
560
$34.8K 0.01%
202
+51
561
$34.5K 0.01%
2,108
+1,054
562
$34.5K 0.01%
529
+97
563
$34.4K 0.01%
310
564
$34.1K 0.01%
600
565
$34K 0.01%
238
566
$33.8K 0.01%
1,754
567
$33.8K 0.01%
452
+226
568
$33.7K 0.01%
2,680
+1,340
569
$33.6K 0.01%
676
+338
570
$33.6K 0.01%
389
571
$33.5K 0.01%
+100
572
$33.5K 0.01%
1,334
573
$33.3K 0.01%
403
+82
574
$33.1K 0.01%
461
+231
575
$33.1K 0.01%
290
+145
21 22
23
24 25