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
MTUM icon
351
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$88.7K 0.01%
346
TDOC icon
352
Teladoc Health
TDOC
$1.33B
$87K 0.01%
11,250
+2,500
VT icon
353
Vanguard Total World Stock ETF
VT
$57.1B
$86.9K 0.01%
630
XLRE icon
354
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
$86.6K 0.01%
+2,055
LEN icon
355
Lennar Class A
LEN
$32B
$86K 0.01%
681
-119
SPYD icon
356
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$85.8K 0.01%
1,950
IJH icon
357
iShares Core S&P Mid-Cap ETF
IJH
$101B
$85.6K 0.01%
1,311
+55
SOFI icon
358
SoFi Technologies
SOFI
$35.6B
$85.5K 0.01%
3,300
VZ icon
359
Verizon
VZ
$171B
$84.9K 0.01%
1,936
+841
UBS icon
360
UBS Group
UBS
$121B
$84.7K 0.01%
2,095
+958
PLD icon
361
Prologis
PLD
$120B
$84.3K 0.01%
734
SCHA icon
362
Schwab U.S Small- Cap ETF
SCHA
$19B
$82.2K 0.01%
2,948
SONY icon
363
Sony
SONY
$170B
$82.2K 0.01%
2,860
+1,430
TM icon
364
Toyota
TM
$257B
$82K 0.01%
428
+88
ABB
365
DELISTED
ABB Ltd
ABB
$81.4K 0.01%
1,124
+562
XYZ
366
Block Inc
XYZ
$36.5B
$81.4K 0.01%
1,122
+26
JCI icon
367
Johnson Controls International
JCI
$70.5B
$81.1K 0.01%
742
+241
SPYV icon
368
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$79.6K 0.01%
1,438
+394
CB icon
369
Chubb
CB
$116B
$79.4K 0.01%
282
+132
TRV icon
370
Travelers Companies
TRV
$64.4B
$78.5K 0.01%
282
+65
TMSL icon
371
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.11B
$77.9K 0.01%
2,215
+250
PPA icon
372
Invesco Aerospace & Defense ETF
PPA
$6.46B
$77.7K 0.01%
500
PFF icon
373
iShares Preferred and Income Securities ETF
PFF
$14.2B
$77.7K 0.01%
2,458
HIT
374
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$77.3K 0.01%
2,944
+1,302
TIP icon
375
iShares TIPS Bond ETF
TIP
$14.5B
$76.6K 0.01%
689