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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
701
$22K ﹤0.01%
+300
702
$22K ﹤0.01%
1,156
+578
703
$21.9K ﹤0.01%
80
704
$21.8K ﹤0.01%
366
+140
705
$21.8K ﹤0.01%
250
+124
706
$21.7K ﹤0.01%
324
707
$21.7K ﹤0.01%
823
708
$21.7K ﹤0.01%
1,865
709
$21.7K ﹤0.01%
+140
710
$21.6K ﹤0.01%
458
+229
711
$21.5K ﹤0.01%
164
+82
712
$21.5K ﹤0.01%
88
713
$21.5K ﹤0.01%
620
+250
714
$21.5K ﹤0.01%
228
715
$21.4K ﹤0.01%
11,300
+500
716
$21.4K ﹤0.01%
400
717
$21.1K ﹤0.01%
1,000
718
$21.1K ﹤0.01%
371
719
$21.1K ﹤0.01%
160
+80
720
$21K ﹤0.01%
328
+317
721
$21K ﹤0.01%
226
722
$20.9K ﹤0.01%
148
+74
723
$20.9K ﹤0.01%
432
+216
724
$20.8K ﹤0.01%
260
725
$20.6K ﹤0.01%
500
27 28
29
30 31