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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
901
$10.4K ﹤0.01%
+141
902
$10.4K ﹤0.01%
+665
903
$10.3K ﹤0.01%
50
904
$10.3K ﹤0.01%
+137
905
$10.3K ﹤0.01%
130
906
$10.2K ﹤0.01%
180
907
$10.2K ﹤0.01%
100
908
$10.2K ﹤0.01%
+1,682
909
$10.2K ﹤0.01%
+50
910
$10.2K ﹤0.01%
279
911
$10.2K ﹤0.01%
85
912
$10.1K ﹤0.01%
1,020
913
$9.98K ﹤0.01%
109
914
$9.94K ﹤0.01%
+545
915
$9.67K ﹤0.01%
100
916
$9.65K ﹤0.01%
461
917
$9.65K ﹤0.01%
+326
918
$9.5K ﹤0.01%
600
919
$9.48K ﹤0.01%
482
+241
920
$9.45K ﹤0.01%
+2,822
921
$9.45K ﹤0.01%
340
922
$9.28K ﹤0.01%
430
923
$9.24K ﹤0.01%
+41
924
$9.21K ﹤0.01%
46
+3
925
$9.13K ﹤0.01%
+70
35 36
37
38 39