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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
726
$20.6K ﹤0.01%
225
-125
727
$20.5K ﹤0.01%
42
+26
728
$20.5K ﹤0.01%
279
729
$20.5K ﹤0.01%
286
+140
730
$20.4K ﹤0.01%
168
+84
731
$20.3K ﹤0.01%
332
+87
732
$20.2K ﹤0.01%
97
733
$20.1K ﹤0.01%
3,000
734
$19.8K ﹤0.01%
70
+35
735
$19.7K ﹤0.01%
166
+83
736
$19.6K ﹤0.01%
210
+105
737
$19.5K ﹤0.01%
938
+617
738
$19.4K ﹤0.01%
484
+242
739
$19.4K ﹤0.01%
114
+57
740
$19.3K ﹤0.01%
88
741
$19.3K ﹤0.01%
200
742
$19.2K ﹤0.01%
106
+53
743
$19.2K ﹤0.01%
600
744
$19.2K ﹤0.01%
475
745
$19.2K ﹤0.01%
40
+20
746
$19.2K ﹤0.01%
+17
747
$19.2K ﹤0.01%
232
+116
748
$19.1K ﹤0.01%
200
+100
749
$19.1K ﹤0.01%
596
+298
750
$19K ﹤0.01%
150
28 29
30
31 32