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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
51
$2.89M 0.46%
24,360
+383
52
$2.84M 0.45%
9,950
-162
53
$2.83M 0.45%
161,796
+34,183
54
$2.78M 0.44%
62,475
-4,000
55
$2.76M 0.44%
33,293
+1,675
56
$2.67M 0.43%
24,054
-532
57
$2.59M 0.41%
17,883
-665
58
$2.47M 0.39%
30,605
+345
59
$2.44M 0.39%
54,606
-1,128
60
$2.38M 0.38%
20,796
+53
61
$2.33M 0.37%
4,660
+315
62
$2.32M 0.37%
10,867
63
$2.32M 0.37%
3,484
-503
64
$2.31M 0.37%
9,065
-137
65
$2.3M 0.37%
8,223
-20
66
$2.3M 0.37%
4,680
+47
67
$2.29M 0.37%
7,305
+903
68
$2.25M 0.36%
39,525
-747
69
$2.22M 0.36%
43,307
+58
70
$2.16M 0.34%
39,763
+581
71
$2.14M 0.34%
46,231
+6,507
72
$2.1M 0.34%
12,918
-346
73
$2.03M 0.32%
11,899
+142
74
$1.93M 0.31%
24,638
+157
75
$1.92M 0.31%
23,472
-45
1 2
3
4 5