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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
1101
$1.23K ﹤0.01%
90
1102
$1.18K ﹤0.01%
250
+187
1103
$1.17K ﹤0.01%
50
1104
$1.16K ﹤0.01%
50
1105
$1.14K ﹤0.01%
49
1106
$1.04K ﹤0.01%
25
1107
$1.03K ﹤0.01%
18
1108
$891 ﹤0.01%
330
1109
$852 ﹤0.01%
78
-11
1110
$815 ﹤0.01%
19
1111
$787 ﹤0.01%
62
1112
$738 ﹤0.01%
150
1113
$695 ﹤0.01%
200
1114
$684 ﹤0.01%
200
1115
$652 ﹤0.01%
15
1116
$609 ﹤0.01%
55
1117
$536 ﹤0.01%
166
1118
$526 ﹤0.01%
10
1119
$511 ﹤0.01%
7
1120
$474 ﹤0.01%
25
1121
$463 ﹤0.01%
34
1122
$386 ﹤0.01%
50
1123
$344 ﹤0.01%
35
1124
$334 ﹤0.01%
12
1125
$299 ﹤0.01%
8
43 44
45
46 47