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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
851
$13.3K ﹤0.01%
962
852
$13.3K ﹤0.01%
141
853
$13.3K ﹤0.01%
66
+1
854
$13.2K ﹤0.01%
1,072
+536
855
$13.1K ﹤0.01%
100
856
$13.1K ﹤0.01%
+47
857
$13.1K ﹤0.01%
245
858
$12.8K ﹤0.01%
402
859
$12.7K ﹤0.01%
590
+295
860
$12.7K ﹤0.01%
572
+286
861
$12.6K ﹤0.01%
256
862
$12.3K ﹤0.01%
1,000
863
$12.2K ﹤0.01%
124
+62
864
$12.1K ﹤0.01%
+4,584
865
$12.1K ﹤0.01%
358
866
$12.1K ﹤0.01%
126
867
$12K ﹤0.01%
178
868
$12K ﹤0.01%
185
+30
869
$12K ﹤0.01%
+42
870
$11.9K ﹤0.01%
162
871
$11.9K ﹤0.01%
+53
872
$11.8K ﹤0.01%
+1,592
873
$11.8K ﹤0.01%
1,360
+680
874
$11.7K ﹤0.01%
346
875
$11.7K ﹤0.01%
+1,272
33 34
35
36 37