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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
1051
$4.35K ﹤0.01%
2
1052
$4.35K ﹤0.01%
265
1053
$4.3K ﹤0.01%
65
1054
$4.27K ﹤0.01%
198
1055
$4.18K ﹤0.01%
25
1056
$4.05K ﹤0.01%
250
1057
$4.05K ﹤0.01%
40
1058
$3.95K ﹤0.01%
30
1059
$3.9K ﹤0.01%
41
1060
$3.85K ﹤0.01%
92
1061
$3.8K ﹤0.01%
80
-9
1062
$3.79K ﹤0.01%
500
1063
$3.69K ﹤0.01%
28
1064
$3.67K ﹤0.01%
250
1065
$3.65K ﹤0.01%
100
1066
$3.63K ﹤0.01%
84
1067
$3.5K ﹤0.01%
214
-205
1068
$3.49K ﹤0.01%
38
1069
$3.45K ﹤0.01%
+103
1070
$3.3K ﹤0.01%
1,200
1071
$3.22K ﹤0.01%
600
1072
$3.14K ﹤0.01%
137
-381
1073
$3.08K ﹤0.01%
200
1074
$2.89K ﹤0.01%
100
1075
$2.83K ﹤0.01%
100
-100
41 42
43
44 45