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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
976
$7.43K ﹤0.01%
+1,214
977
$7.37K ﹤0.01%
+818
978
$7.37K ﹤0.01%
302
979
$7.34K ﹤0.01%
200
980
$7.33K ﹤0.01%
+100
981
$7.28K ﹤0.01%
99
982
$7.24K ﹤0.01%
489
983
$7.21K ﹤0.01%
+160
984
$7.2K ﹤0.01%
200
985
$7.11K ﹤0.01%
23
986
$7.1K ﹤0.01%
39
987
$7.09K ﹤0.01%
200
988
$7.08K ﹤0.01%
71
989
$7.08K ﹤0.01%
287
990
$7K ﹤0.01%
111
991
$7K ﹤0.01%
285
992
$6.99K ﹤0.01%
2,600
-1,000
993
$6.97K ﹤0.01%
+297
994
$6.96K ﹤0.01%
153
-95
995
$6.92K ﹤0.01%
107
996
$6.88K ﹤0.01%
146
997
$6.87K ﹤0.01%
+67
998
$6.84K ﹤0.01%
+43
999
$6.77K ﹤0.01%
99
1000
$6.76K ﹤0.01%
80
38 39
40
41 42