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
501
$42K 0.01%
224
+112
502
$41.8K 0.01%
2,163
+1,204
503
$41.7K 0.01%
2,840
+1,420
504
$41.7K 0.01%
121
505
$41.6K 0.01%
136
+68
506
$41.5K 0.01%
36
507
$41.2K 0.01%
390
+195
508
$41.2K 0.01%
141
+51
509
$41.2K 0.01%
1,834
510
$41.2K 0.01%
760
-400
511
$41.1K 0.01%
175
512
$41K 0.01%
53
+21
513
$40.9K 0.01%
782
+391
514
$40.9K 0.01%
189
+57
515
$40.6K 0.01%
300
516
$40.4K 0.01%
259
517
$40.2K 0.01%
907
518
$40.1K 0.01%
188
+94
519
$39.9K 0.01%
500
520
$39.9K 0.01%
301
521
$39.8K 0.01%
528
+264
522
$39.5K 0.01%
2,447
+1,314
523
$39.2K 0.01%
122
+55
524
$39.1K 0.01%
172
+86
525
$39K 0.01%
199
+76
19 20
21
22 23