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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
101
$1.34M 0.21%
14,336
-150
102
$1.27M 0.2%
18,714
-160
103
$1.25M 0.2%
5,299
+348
104
$1.21M 0.19%
1,316
+94
105
$1.21M 0.19%
3,513
-20
106
$1.2M 0.19%
5,571
+120
107
$1.2M 0.19%
5,063
+173
108
$1.18M 0.19%
67,915
+453
109
$1.14M 0.18%
64,440
+150
110
$1.11M 0.18%
3,152
+632
111
$1.1M 0.18%
8,210
+270
112
$1.09M 0.17%
15,973
+329
113
$1.08M 0.17%
1,107
+180
114
$1.07M 0.17%
27,379
-300
115
$1.05M 0.17%
10,209
+744
116
$1.04M 0.17%
10,253
-319
117
$1.03M 0.17%
3,760
118
$1.03M 0.16%
11,264
+554
119
$1.02M 0.16%
12,814
+360
120
$1.01M 0.16%
19,600
+2,400
121
$982K 0.16%
15,933
+1,678
122
$969K 0.15%
8,190
+1,800
123
$962K 0.15%
14,355
-1,095
124
$955K 0.15%
7,276
-151
125
$950K 0.15%
20,377
+126
3 4
5
6 7