WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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 +$792K
2 +$657K
3 +$632K
4
MLN icon
VanEck Long Muni ETF
MLN
+$598K
5
ALMU
Aeluma Inc
ALMU
+$533K

Top Sells

1 +$551K
2 +$364K
3 +$344K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$335K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$314K

Sector Composition

1 Technology 18.78%
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
IWB icon
276
iShares Russell 1000 ETF
IWB
$45.3B
$157K 0.03%
430
LTRN icon
277
Lantern Pharma
LTRN
$38.8M
$156K 0.02%
35,900
F icon
278
Ford
F
$51.6B
$155K 0.02%
12,967
TJX icon
279
TJX Companies
TJX
$167B
$153K 0.02%
1,059
+314
VLO icon
280
Valero Energy
VLO
$54.5B
$152K 0.02%
894
+4
UPST icon
281
Upstart Holdings
UPST
$4.15B
$152K 0.02%
2,950
-100
DASH icon
282
DoorDash
DASH
$93.5B
$150K 0.02%
554
-100
CDNS icon
283
Cadence Design Systems
CDNS
$86.5B
$149K 0.02%
422
APH icon
284
Amphenol
APH
$173B
$146K 0.02%
1,174
+557
BKR icon
285
Baker Hughes
BKR
$48.8B
$146K 0.02%
3,000
WFC icon
286
Wells Fargo
WFC
$271B
$145K 0.02%
1,780
+740
DBA icon
287
Invesco DB Agriculture Fund
DBA
$754M
$145K 0.02%
5,404
+300
LIN icon
288
Linde
LIN
$191B
$144K 0.02%
308
+142
GD icon
289
General Dynamics
GD
$90.7B
$144K 0.02%
421
+57
COP icon
290
ConocoPhillips
COP
$110B
$142K 0.02%
1,500
SYK icon
291
Stryker
SYK
$140B
$141K 0.02%
385
+91
AWK icon
292
American Water Works
AWK
$25.5B
$139K 0.02%
1,000
DUK icon
293
Duke Energy
DUK
$93.1B
$138K 0.02%
1,123
+182
FTSM icon
294
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$138K 0.02%
2,300
REX icon
295
REX American Resources
REX
$1.11B
$138K 0.02%
4,500
SPSB icon
296
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.27B
$137K 0.02%
4,516
+16
CFA icon
297
VictoryShares US 500 Volatility Wtd ETF
CFA
$520M
$136K 0.02%
1,500
+423
SAP icon
298
SAP
SAP
$282B
$136K 0.02%
502
+251
TTWO icon
299
Take-Two Interactive
TTWO
$45.6B
$135K 0.02%
526
+48
IJS icon
300
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$134K 0.02%
1,212
+154