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
576
$33.1K 0.01%
263
+49
577
$32.7K 0.01%
105
+70
578
$32.7K 0.01%
412
+130
579
$32.7K 0.01%
169
+86
580
$32.6K 0.01%
+1,150
581
$32.6K 0.01%
490
+245
582
$32.6K 0.01%
74
+33
583
$32.3K 0.01%
808
+404
584
$32K 0.01%
594
+297
585
$31.8K 0.01%
500
586
$31.8K 0.01%
663
+320
587
$31.6K 0.01%
300
588
$31.3K 0.01%
656
+328
589
$31.3K 0.01%
404
+202
590
$31K 0.01%
336
+168
591
$30.8K ﹤0.01%
430
+215
592
$30.8K ﹤0.01%
330
593
$30.6K ﹤0.01%
542
+271
594
$30.4K ﹤0.01%
358
-100
595
$30.3K ﹤0.01%
198
+89
596
$30.1K ﹤0.01%
348
-4
597
$30.1K ﹤0.01%
1,070
+443
598
$30.1K ﹤0.01%
360
+180
599
$30K ﹤0.01%
147
+101
600
$29.7K ﹤0.01%
148
+58