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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
176
$446K 0.07%
1,552
+667
177
$444K 0.07%
926
+144
178
$434K 0.07%
5,250
179
$432K 0.07%
3,227
+350
180
$428K 0.07%
5,464
-25
181
$428K 0.07%
16,665
-1,049
182
$414K 0.07%
2,119
183
$413K 0.07%
7,195
+6,610
184
$408K 0.07%
1,346
+223
185
$407K 0.07%
8,295
+100
186
$401K 0.06%
5,464
187
$393K 0.06%
6,040
-950
188
$377K 0.06%
2,446
+32
189
$373K 0.06%
1,994
+1,827
190
$371K 0.06%
49,100
191
$368K 0.06%
6,470
192
$366K 0.06%
2,602
+70
193
$365K 0.06%
17,800
194
$359K 0.06%
2,480
-100
195
$358K 0.06%
7,660
196
$353K 0.06%
4,900
+281
197
$353K 0.06%
3,400
-300
198
$340K 0.05%
2,700
199
$330K 0.05%
3,517
-110
200
$324K 0.05%
1,143
+62
6 7
8
9 10