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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
876
$11.6K ﹤0.01%
750
877
$11.6K ﹤0.01%
183
878
$11.6K ﹤0.01%
3,000
+500
879
$11.5K ﹤0.01%
+1,298
880
$11.5K ﹤0.01%
100
881
$11.4K ﹤0.01%
110
+55
882
$11.4K ﹤0.01%
136
-824
883
$11.3K ﹤0.01%
100
884
$11.1K ﹤0.01%
220
-68
885
$11.1K ﹤0.01%
100
886
$11K ﹤0.01%
250
887
$11K ﹤0.01%
563
+120
888
$11K ﹤0.01%
197
889
$11K ﹤0.01%
146
+73
890
$11K ﹤0.01%
+60
891
$10.8K ﹤0.01%
+282
892
$10.8K ﹤0.01%
323
893
$10.8K ﹤0.01%
3,000
894
$10.7K ﹤0.01%
+565
895
$10.7K ﹤0.01%
+450
896
$10.6K ﹤0.01%
+423
897
$10.6K ﹤0.01%
62
898
$10.6K ﹤0.01%
454
899
$10.5K ﹤0.01%
800
900
$10.4K ﹤0.01%
956
+766
34 35
36
37 38