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
826
$15.1K ﹤0.01%
+84
827
$15K ﹤0.01%
641
828
$15K ﹤0.01%
280
+140
829
$14.9K ﹤0.01%
76
+38
830
$14.9K ﹤0.01%
222
+111
831
$14.9K ﹤0.01%
1,134
+567
832
$14.8K ﹤0.01%
178
+1
833
$14.7K ﹤0.01%
390
+195
834
$14.7K ﹤0.01%
428
835
$14.7K ﹤0.01%
250
836
$14.6K ﹤0.01%
182
+116
837
$14.4K ﹤0.01%
150
+81
838
$14.2K ﹤0.01%
772
839
$14.1K ﹤0.01%
306
+153
840
$14K ﹤0.01%
180
+90
841
$14K ﹤0.01%
75
842
$14K ﹤0.01%
55
+28
843
$14K ﹤0.01%
242
+121
844
$13.9K ﹤0.01%
266
+133
845
$13.9K ﹤0.01%
114
+57
846
$13.8K ﹤0.01%
4,314
847
$13.8K ﹤0.01%
+160
848
$13.5K ﹤0.01%
552
849
$13.4K ﹤0.01%
400
850
$13.3K ﹤0.01%
2,485
+1,339
32 33
34
35 36