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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
76
$1.89M 0.3%
13,003
-34
77
$1.82M 0.29%
24,451
+150
78
$1.8M 0.29%
34,392
-100
79
$1.79M 0.29%
2,318
+198
80
$1.78M 0.28%
47,640
-450
81
$1.75M 0.28%
18,387
+269
82
$1.75M 0.28%
46,683
-195
83
$1.73M 0.28%
70,632
+361
84
$1.73M 0.28%
17,272
-131
85
$1.66M 0.27%
4,808
+792
86
$1.58M 0.25%
3,495
+311
87
$1.56M 0.25%
31,575
-288
88
$1.55M 0.25%
33,009
+396
89
$1.54M 0.25%
27,648
+1,674
90
$1.54M 0.25%
5,325
+93
91
$1.51M 0.24%
31,382
+1,121
92
$1.5M 0.24%
64,763
+16,164
93
$1.5M 0.24%
20,568
94
$1.5M 0.24%
29,380
+1,597
95
$1.47M 0.23%
7,126
+156
96
$1.4M 0.22%
3,060
+51
97
$1.37M 0.22%
15,595
-25
98
$1.36M 0.22%
7,578
-539
99
$1.35M 0.22%
16,009
+73
100
$1.34M 0.21%
6,852
+16
2 3
4
5 6