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
SAN icon
376
Banco Santander
SAN
$162B
$75.9K 0.01%
7,288
+3,644
ZBH icon
377
Zimmer Biomet
ZBH
$18.7B
$75.9K 0.01%
770
+525
ATO icon
378
Atmos Energy
ATO
$27.7B
$75.6K 0.01%
444
+72
LULU icon
379
lululemon athletica
LULU
$21.5B
$74.7K 0.01%
420
DIAL icon
380
Columbia Diversified Fixed Income Allocation ETF
DIAL
$431M
$73.8K 0.01%
4,000
MNST icon
381
Monster Beverage
MNST
$73B
$73.6K 0.01%
1,092
+227
JBL icon
382
Jabil
JBL
$22.6B
$72.8K 0.01%
339
+159
HSBC icon
383
HSBC
HSBC
$246B
$72.8K 0.01%
1,020
+510
VEGI icon
384
iShares MSCI Agriculture Producers ETF
VEGI
$86.2M
$72.1K 0.01%
1,838
TDG icon
385
TransDigm Group
TDG
$75.3B
$71.5K 0.01%
55
VRTX icon
386
Vertex Pharmaceuticals
VRTX
$115B
$71.1K 0.01%
176
+73
EA icon
387
Electronic Arts
EA
$50.8B
$70.6K 0.01%
350
IBN icon
388
ICICI Bank
IBN
$110B
$70.5K 0.01%
2,308
+1,154
SPGI icon
389
S&P Global
SPGI
$150B
$70.3K 0.01%
146
+67
IWD icon
390
iShares Russell 1000 Value ETF
IWD
$67.9B
$70K 0.01%
344
WWJD icon
391
Inspire International ETF
WWJD
$416M
$69K 0.01%
1,958
UI icon
392
Ubiquiti
UI
$33.4B
$68.8K 0.01%
102
+51
ENB icon
393
Enbridge
ENB
$105B
$68.5K 0.01%
1,366
+259
CRBN icon
394
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$994M
$68.1K 0.01%
300
IWF icon
395
iShares Russell 1000 Growth ETF
IWF
$125B
$67.9K 0.01%
145
IVW icon
396
iShares S&P 500 Growth ETF
IVW
$66.6B
$67K 0.01%
555
TTE icon
397
TotalEnergies
TTE
$143B
$66K 0.01%
1,098
+299
KMB icon
398
Kimberly-Clark
KMB
$35.1B
$65.7K 0.01%
532
+216
CIBR icon
399
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$65.3K 0.01%
857
RDY icon
400
Dr. Reddy's Laboratories
RDY
$11.8B
$65.2K 0.01%
4,595
+2,236