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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
626
$27.5K ﹤0.01%
86
+43
627
$27.5K ﹤0.01%
372
628
$27.5K ﹤0.01%
252
+126
629
$27.5K ﹤0.01%
56
+28
630
$27.4K ﹤0.01%
780
+390
631
$27.4K ﹤0.01%
628
632
$27.4K ﹤0.01%
102
-3
633
$27.4K ﹤0.01%
92
634
$27.3K ﹤0.01%
196
+98
635
$27.2K ﹤0.01%
198
+99
636
$26.9K ﹤0.01%
176
+75
637
$26.8K ﹤0.01%
600
638
$26.7K ﹤0.01%
1,555
639
$26.6K ﹤0.01%
464
640
$26.6K ﹤0.01%
138
641
$26.4K ﹤0.01%
200
642
$26.4K ﹤0.01%
265
643
$26.2K ﹤0.01%
1,003
644
$26.2K ﹤0.01%
1,000
645
$26K ﹤0.01%
618
+309
646
$25.9K ﹤0.01%
584
+292
647
$25.9K ﹤0.01%
200
648
$25.9K ﹤0.01%
2,100
649
$25.7K ﹤0.01%
46
+23
650
$25.7K ﹤0.01%
+311
24 25
26
27 28