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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
926
$9.12K ﹤0.01%
180
927
$9.11K ﹤0.01%
76
928
$9.09K ﹤0.01%
31
929
$9.03K ﹤0.01%
+7
930
$9.01K ﹤0.01%
67
-150
931
$9.01K ﹤0.01%
47
932
$9K ﹤0.01%
88
933
$8.9K ﹤0.01%
+705
934
$8.9K ﹤0.01%
214
935
$8.81K ﹤0.01%
65
-36
936
$8.79K ﹤0.01%
350
937
$8.77K ﹤0.01%
85
938
$8.63K ﹤0.01%
+288
939
$8.51K ﹤0.01%
96
940
$8.46K ﹤0.01%
209
941
$8.46K ﹤0.01%
100
942
$8.4K ﹤0.01%
+83
943
$8.36K ﹤0.01%
68
944
$8.24K ﹤0.01%
+112
945
$8.22K ﹤0.01%
921
946
$8.18K ﹤0.01%
59
947
$8.17K ﹤0.01%
704
948
$8.15K ﹤0.01%
104
949
$8.08K ﹤0.01%
+79
950
$8.07K ﹤0.01%
96
36 37
38
39 40