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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
801
$16.1K ﹤0.01%
242
+121
802
$16.1K ﹤0.01%
888
+444
803
$16.1K ﹤0.01%
173
804
$16.1K ﹤0.01%
430
+215
805
$16.1K ﹤0.01%
2
+1
806
$16K ﹤0.01%
346
807
$16K ﹤0.01%
100
808
$15.9K ﹤0.01%
1,000
809
$15.9K ﹤0.01%
110
810
$15.9K ﹤0.01%
92
+46
811
$15.8K ﹤0.01%
227
812
$15.8K ﹤0.01%
100
813
$15.7K ﹤0.01%
414
+211
814
$15.6K ﹤0.01%
549
815
$15.6K ﹤0.01%
1,020
816
$15.5K ﹤0.01%
338
+169
817
$15.5K ﹤0.01%
787
818
$15.4K ﹤0.01%
231
-120
819
$15.4K ﹤0.01%
1,384
820
$15.4K ﹤0.01%
199
821
$15.3K ﹤0.01%
224
+112
822
$15.2K ﹤0.01%
538
+269
823
$15.2K ﹤0.01%
500
824
$15.2K ﹤0.01%
231
825
$15.2K ﹤0.01%
460
+1