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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
1076
$2.81K ﹤0.01%
175
1077
$2.76K ﹤0.01%
80
1078
$2.69K ﹤0.01%
38
1079
$2.5K ﹤0.01%
+50
1080
$2.49K ﹤0.01%
39
-5
1081
$2.48K ﹤0.01%
100
1082
$2.43K ﹤0.01%
100
1083
$2.35K ﹤0.01%
283
1084
$2.34K ﹤0.01%
700
1085
$2.33K ﹤0.01%
48
1086
$2.25K ﹤0.01%
225
1087
$2.22K ﹤0.01%
45
1088
$2.1K ﹤0.01%
20
1089
$2.07K ﹤0.01%
29
1090
$2.05K ﹤0.01%
100
1091
$2.05K ﹤0.01%
+75
1092
$2.02K ﹤0.01%
675
1093
$1.96K ﹤0.01%
168
1094
$1.7K ﹤0.01%
+100
1095
$1.58K ﹤0.01%
24
1096
$1.57K ﹤0.01%
75
1097
$1.57K ﹤0.01%
300
1098
$1.5K ﹤0.01%
125
1099
$1.36K ﹤0.01%
1,000
-1,500
1100
$1.35K ﹤0.01%
9
42 43
44
45 46