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
126
$929K 0.15%
5,004
-37
127
$912K 0.15%
20,771
+3,626
128
$887K 0.14%
6,536
-295
129
$884K 0.14%
3,573
+39
130
$880K 0.14%
20,927
+5,547
131
$865K 0.14%
17,484
-1,800
132
$844K 0.13%
12,820
-1,930
133
$834K 0.13%
16,197
+6,022
134
$831K 0.13%
187,952
+24,625
135
$824K 0.13%
16,400
136
$806K 0.13%
10,545
-50
137
$785K 0.13%
2,895
+22
138
$777K 0.12%
22,650
-550
139
$772K 0.12%
1,547
+58
140
$742K 0.12%
4,830
+473
141
$732K 0.12%
3,100
142
$698K 0.11%
36,075
-2,135
143
$679K 0.11%
18,000
+55
144
$674K 0.11%
24,760
-760
145
$656K 0.1%
5,736
+488
146
$645K 0.1%
1,600
+169
147
$637K 0.1%
6,500
148
$636K 0.1%
6,350
+200
149
$631K 0.1%
12,360
+1
150
$626K 0.1%
16,001
+1,044
4 5
6
7 8