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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
1001
$6.7K ﹤0.01%
100
1002
$6.66K ﹤0.01%
+114
1003
$6.66K ﹤0.01%
+97
1004
$6.63K ﹤0.01%
+47
1005
$6.61K ﹤0.01%
150
1006
$6.59K ﹤0.01%
+67
1007
$6.56K ﹤0.01%
100
1008
$6.54K ﹤0.01%
804
1009
$6.52K ﹤0.01%
1,250
1010
$6.51K ﹤0.01%
+167
1011
$6.39K ﹤0.01%
500
1012
$6.39K ﹤0.01%
408
1013
$6.35K ﹤0.01%
+485
1014
$6.26K ﹤0.01%
238
1015
$6.25K ﹤0.01%
342
+102
1016
$6.19K ﹤0.01%
65
1017
$6.16K ﹤0.01%
448
1018
$6.06K ﹤0.01%
316
1019
$6.04K ﹤0.01%
2,650
1020
$5.98K ﹤0.01%
140
1021
$5.83K ﹤0.01%
2,500
-1,000
1022
$5.79K ﹤0.01%
60
1023
$5.79K ﹤0.01%
166
1024
$5.74K ﹤0.01%
133
1025
$5.7K ﹤0.01%
+500
39 40
41
42 43