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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
201
$320K 0.05%
4,631
202
$320K 0.05%
7,286
203
$311K 0.05%
3,286
+302
204
$305K 0.05%
2,730
+225
205
$302K 0.05%
912
+100
206
$299K 0.05%
489
-30
207
$295K 0.05%
3,060
-148
208
$289K 0.05%
1,499
+94
209
$287K 0.05%
3,165
+174
210
$282K 0.05%
6,192
+381
211
$279K 0.04%
352
+41
212
$277K 0.04%
452
+36
213
$276K 0.04%
1,538
+169
214
$273K 0.04%
1,495
+285
215
$271K 0.04%
585
216
$269K 0.04%
450
217
$263K 0.04%
3,000
218
$263K 0.04%
575
+54
219
$262K 0.04%
3,963
+147
220
$258K 0.04%
3,049
+305
221
$255K 0.04%
3,740
+438
222
$250K 0.04%
1,845
+187
223
$249K 0.04%
3,700
224
$245K 0.04%
4,040
+230
225
$245K 0.04%
4,760
7 8
9
10 11