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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
651
$25.7K ﹤0.01%
86
+58
652
$25.3K ﹤0.01%
84
+42
653
$25.3K ﹤0.01%
465
+117
654
$25.3K ﹤0.01%
76
655
$25.2K ﹤0.01%
544
656
$25.2K ﹤0.01%
864
+527
657
$25.2K ﹤0.01%
70
+35
658
$25.1K ﹤0.01%
556
659
$25K ﹤0.01%
2,878
+1,563
660
$25K ﹤0.01%
358
+179
661
$24.7K ﹤0.01%
140
+70
662
$24.7K ﹤0.01%
116
663
$24.2K ﹤0.01%
146
+73
664
$24.2K ﹤0.01%
200
+110
665
$24.2K ﹤0.01%
254
666
$24.2K ﹤0.01%
1,636
+818
667
$24.1K ﹤0.01%
312
+3
668
$24.1K ﹤0.01%
505
669
$24K ﹤0.01%
264
+133
670
$24K ﹤0.01%
190
+95
671
$24K ﹤0.01%
1,000
672
$24K ﹤0.01%
96
+48
673
$23.9K ﹤0.01%
2,080
674
$23.8K ﹤0.01%
614
675
$23.8K ﹤0.01%
260
25 26
27
28 29