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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
1026
$5.69K ﹤0.01%
50
1027
$5.68K ﹤0.01%
142
1028
$5.61K ﹤0.01%
200
1029
$5.58K ﹤0.01%
225
1030
$5.5K ﹤0.01%
6
1031
$5.49K ﹤0.01%
450
1032
$5.48K ﹤0.01%
181
1033
$5.44K ﹤0.01%
2,000
1034
$5.42K ﹤0.01%
25
1035
$5.4K ﹤0.01%
500
1036
$5.36K ﹤0.01%
66
1037
$5.27K ﹤0.01%
400
1038
$5.27K ﹤0.01%
+280
1039
$5.22K ﹤0.01%
422
1040
$5.17K ﹤0.01%
900
1041
$5.11K ﹤0.01%
27
1042
$5.04K ﹤0.01%
100
1043
$4.99K ﹤0.01%
172
1044
$4.9K ﹤0.01%
25
1045
$4.85K ﹤0.01%
82
1046
$4.67K ﹤0.01%
+93
1047
$4.66K ﹤0.01%
294
1048
$4.57K ﹤0.01%
214
1049
$4.56K ﹤0.01%
40
+10
1050
$4.48K ﹤0.01%
300
40 41
42
43 44