We are live on ! Find out more
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
351
$88.7K 0.01%
346
352
$87K 0.01%
11,250
+2,500
353
$86.9K 0.01%
630
354
$86.6K 0.01%
+2,055
355
$86K 0.01%
681
-119
356
$85.8K 0.01%
1,950
357
$85.6K 0.01%
1,311
+55
358
$85.5K 0.01%
3,300
359
$84.9K 0.01%
1,936
+841
360
$84.7K 0.01%
2,095
+958
361
$84.3K 0.01%
734
362
$82.2K 0.01%
2,948
363
$82.2K 0.01%
2,860
+1,430
364
$82K 0.01%
428
+88
365
$81.4K 0.01%
1,124
+562
366
$81.4K 0.01%
1,122
+26
367
$81.1K 0.01%
742
+241
368
$79.6K 0.01%
1,438
+394
369
$79.4K 0.01%
282
+132
370
$78.5K 0.01%
282
+65
371
$77.9K 0.01%
2,215
+250
372
$77.7K 0.01%
500
373
$77.7K 0.01%
2,458
374
$77.3K 0.01%
2,944
+1,302
375
$76.6K 0.01%
689
13 14
15
16 17