WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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

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
WHR icon
301
Whirlpool
WHR
$4.54B
$133K 0.02%
1,695
HSIC icon
302
Henry Schein
HSIC
$8.84B
$133K 0.02%
2,000
SMIZ icon
303
Zacks Small/Mid Cap ETF
SMIZ
$187M
$131K 0.02%
3,507
RISN icon
304
Inspire Capital Appreciation ETF
RISN
$88.2M
$129K 0.02%
4,340
BSX icon
305
Boston Scientific
BSX
$139B
$128K 0.02%
1,327
+351
SPDW icon
306
SPDR Portfolio Developed World ex-US ETF
SPDW
$36.2B
$128K 0.02%
2,990
OGE icon
307
OGE Energy
OGE
$8.97B
$128K 0.02%
2,760
TMUS icon
308
T-Mobile US
TMUS
$208B
$122K 0.02%
520
+139
DAL icon
309
Delta Air Lines
DAL
$43B
$122K 0.02%
2,160
+680
PWR icon
310
Quanta Services
PWR
$71.8B
$122K 0.02%
292
+26
FLOT icon
311
iShares Floating Rate Bond ETF
FLOT
$9.02B
$120K 0.02%
2,353
EWZ icon
312
iShares MSCI Brazil ETF
EWZ
$8.68B
$119K 0.02%
3,850
UNP icon
313
Union Pacific
UNP
$135B
$119K 0.02%
505
+120
AZO icon
314
AutoZone
AZO
$62.7B
$119K 0.02%
28
+8
SCZ icon
315
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$118K 0.02%
1,541
+1,500
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.7B
$117K 0.02%
6,208
ANIX icon
317
Anixa Biosciences
ANIX
$101M
$116K 0.02%
35,000
DGRW icon
318
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$115K 0.02%
1,296
ISRG icon
319
Intuitive Surgical
ISRG
$185B
$113K 0.02%
257
+124
HYMB icon
320
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$111K 0.02%
4,439
DD icon
321
DuPont de Nemours
DD
$18.7B
$111K 0.02%
3,391
PTLC icon
322
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
$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
$138B
$107K 0.02%
510
+95
VAW icon
325
Vanguard Materials ETF
VAW
$3.14B
$106K 0.02%
519
+1