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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
151
$623K 0.1%
5,538
+949
152
$612K 0.1%
3,661
+230
153
$610K 0.1%
6,830
+154
154
$603K 0.1%
30,000
-10,000
155
$603K 0.1%
9,365
+2,155
156
$602K 0.1%
3,718
+299
157
$597K 0.1%
6,397
+853
158
$584K 0.09%
3,077
+30
159
$571K 0.09%
7,146
160
$569K 0.09%
849
161
$559K 0.09%
1,600
+38
162
$554K 0.09%
16,000
+4,150
163
$554K 0.09%
4,610
+158
164
$552K 0.09%
11,037
+3,974
165
$547K 0.09%
5,848
-160
166
$533K 0.09%
+33,135
167
$531K 0.08%
2,150
+75
168
$509K 0.08%
1,691
+185
169
$508K 0.08%
3,273
+132
170
$492K 0.08%
1,425
+307
171
$483K 0.08%
2,970
172
$458K 0.07%
6,886
+1,009
173
$454K 0.07%
2,221
+196
174
$453K 0.07%
7,922
+115
175
$449K 0.07%
19,700
5 6
7
8 9