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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
1126
$284 ﹤0.01%
98
1127
$276 ﹤0.01%
9
1128
$275 ﹤0.01%
42
1129
$257 ﹤0.01%
42
1130
$213 ﹤0.01%
112
+66
1131
$162 ﹤0.01%
+20,001
1132
$159 ﹤0.01%
+3
1133
$153 ﹤0.01%
26
1134
$131 ﹤0.01%
90
1135
$122 ﹤0.01%
8
1136
$69 ﹤0.01%
8
1137
$68 ﹤0.01%
1
1138
$65 ﹤0.01%
94
1139
$41 ﹤0.01%
1
1140
$30 ﹤0.01%
1
1141
$18 ﹤0.01%
+225
1142
$7 ﹤0.01%
7
1143
$6 ﹤0.01%
2
1144
$5 ﹤0.01%
1
1145
$4 ﹤0.01%
1
1146
– –
-136
1147
– –
-435
1148
– –
-71
1149
– –
-500
1150
– –
-16
44 45
46
47 48