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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
776
$17.5K ﹤0.01%
242
+121
777
$17.5K ﹤0.01%
229
+120
778
$17.4K ﹤0.01%
316
+158
779
$17.4K ﹤0.01%
100
780
$17.4K ﹤0.01%
238
+119
781
$17.4K ﹤0.01%
345
782
$17.4K ﹤0.01%
952
+476
783
$17.2K ﹤0.01%
358
+179
784
$17.2K ﹤0.01%
+907
785
$17.1K ﹤0.01%
294
+147
786
$17.1K ﹤0.01%
1,318
+811
787
$17.1K ﹤0.01%
50
+25
788
$17K ﹤0.01%
54
+27
789
$17K ﹤0.01%
363
790
$17K ﹤0.01%
932
+466
791
$16.9K ﹤0.01%
182
+91
792
$16.7K ﹤0.01%
286
+143
793
$16.6K ﹤0.01%
70
+35
794
$16.6K ﹤0.01%
213
795
$16.5K ﹤0.01%
450
+225
796
$16.5K ﹤0.01%
300
797
$16.4K ﹤0.01%
450
798
$16.4K ﹤0.01%
344
+172
799
$16.4K ﹤0.01%
84
800
$16.2K ﹤0.01%
704
+352