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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
951
$8.03K ﹤0.01%
+80
952
$8.03K ﹤0.01%
63
953
$7.94K ﹤0.01%
655
954
$7.94K ﹤0.01%
3,100
955
$7.93K ﹤0.01%
+239
956
$7.93K ﹤0.01%
+424
957
$7.9K ﹤0.01%
+178
958
$7.89K ﹤0.01%
715
959
$7.85K ﹤0.01%
100
960
$7.78K ﹤0.01%
116
961
$7.75K ﹤0.01%
138
962
$7.74K ﹤0.01%
2,000
963
$7.74K ﹤0.01%
+149
964
$7.74K ﹤0.01%
+1,355
965
$7.67K ﹤0.01%
+116
966
$7.67K ﹤0.01%
+506
967
$7.66K ﹤0.01%
+176
968
$7.65K ﹤0.01%
158
969
$7.63K ﹤0.01%
+1,582
970
$7.58K ﹤0.01%
393
+126
971
$7.58K ﹤0.01%
50
972
$7.56K ﹤0.01%
80
973
$7.55K ﹤0.01%
40
974
$7.45K ﹤0.01%
989
975
$7.44K ﹤0.01%
300
37 38
39
40 41