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
WHR icon
301
Whirlpool
WHR
$4.47B
$133K 0.02%
1,695
HSIC icon
302
Henry Schein
HSIC
$8.44B
$133K 0.02%
2,000
SMIZ icon
303
Zacks Small/Mid Cap ETF
SMIZ
$158M
$131K 0.02%
3,507
RISN icon
304
Inspire Capital Appreciation ETF
RISN
$89.4M
$129K 0.02%
4,340
BSX icon
305
Boston Scientific
BSX
$147B
$128K 0.02%
1,327
+351
SPDW icon
306
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$128K 0.02%
2,990
OGE icon
307
OGE Energy
OGE
$9.16B
$128K 0.02%
2,760
TMUS icon
308
T-Mobile US
TMUS
$235B
$122K 0.02%
520
+139
DAL icon
309
Delta Air Lines
DAL
$42.5B
$122K 0.02%
2,160
+680
PWR icon
310
Quanta Services
PWR
$67.8B
$122K 0.02%
292
+26
FLOT icon
311
iShares Floating Rate Bond ETF
FLOT
$8.95B
$120K 0.02%
2,353
EWZ icon
312
iShares MSCI Brazil ETF
EWZ
$6.68B
$119K 0.02%
3,850
UNP icon
313
Union Pacific
UNP
$138B
$119K 0.02%
505
+120
AZO icon
314
AutoZone
AZO
$63.6B
$119K 0.02%
28
+8
SCZ icon
315
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$118K 0.02%
1,541
+1,500
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$117K 0.02%
6,208
ANIX icon
317
Anixa Biosciences
ANIX
$138M
$116K 0.02%
35,000
DGRW icon
318
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$115K 0.02%
1,296
ISRG icon
319
Intuitive Surgical
ISRG
$201B
$113K 0.02%
257
+124
HYMB icon
320
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$111K 0.02%
4,439
DD icon
321
DuPont de Nemours
DD
$16.6B
$111K 0.02%
3,391
PTLC icon
322
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
$110K 0.02%
2,013
PHO icon
323
Invesco Water Resources ETF
PHO
$2.14B
$109K 0.02%
1,516
+1
HON icon
324
Honeywell
HON
$123B
$107K 0.02%
510
+95
VAW icon
325
Vanguard Materials ETF
VAW
$2.76B
$106K 0.02%
519
+1