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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
751
$18.9K ﹤0.01%
102
+51
752
$18.9K ﹤0.01%
235
753
$18.8K ﹤0.01%
1,200
754
$18.8K ﹤0.01%
100
755
$18.7K ﹤0.01%
1,117
+552
756
$18.6K ﹤0.01%
360
+180
757
$18.5K ﹤0.01%
246
+123
758
$18.5K ﹤0.01%
523
+213
759
$18.4K ﹤0.01%
205
760
$18.2K ﹤0.01%
615
+65
761
$18.2K ﹤0.01%
180
+90
762
$18.1K ﹤0.01%
145
763
$18.1K ﹤0.01%
24
+11
764
$18.1K ﹤0.01%
126
+63
765
$18K ﹤0.01%
84
+42
766
$18K ﹤0.01%
508
+273
767
$17.9K ﹤0.01%
368
+115
768
$17.9K ﹤0.01%
2,184
+1,122
769
$17.9K ﹤0.01%
295
+2
770
$17.8K ﹤0.01%
300
771
$17.8K ﹤0.01%
134
+67
772
$17.8K ﹤0.01%
450
773
$17.6K ﹤0.01%
1,162
+576
774
$17.6K ﹤0.01%
454
+227
775
$17.5K ﹤0.01%
509
29 30
31
32 33