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
676
$23.7K ﹤0.01%
160
677
$23.7K ﹤0.01%
216
678
$23.7K ﹤0.01%
154
+77
679
$23.6K ﹤0.01%
417
+150
680
$23.6K ﹤0.01%
556
681
$23.4K ﹤0.01%
916
+458
682
$23.4K ﹤0.01%
246
683
$23.3K ﹤0.01%
564
+186
684
$23.2K ﹤0.01%
110
+50
685
$23.2K ﹤0.01%
908
+454
686
$23.1K ﹤0.01%
300
687
$23.1K ﹤0.01%
154
688
$23.1K ﹤0.01%
1,940
+970
689
$23.1K ﹤0.01%
328
+164
690
$23K ﹤0.01%
100
691
$23K ﹤0.01%
114
+58
692
$22.9K ﹤0.01%
146
+78
693
$22.8K ﹤0.01%
154
+77
694
$22.7K ﹤0.01%
2,255
+908
695
$22.6K ﹤0.01%
186
+93
696
$22.4K ﹤0.01%
575
-715
697
$22.3K ﹤0.01%
36
+18
698
$22K ﹤0.01%
513
+154
699
$22K ﹤0.01%
254
+127
700
$22K ﹤0.01%
74
+37