WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$738K
2
+$650K
3
+$622K
4
ALMU
Aeluma Inc
ALMU
+$620K
5
MLN icon
VanEck Long Muni ETF
MLN
+$579K

Top Sells

1
+$468K
2
+$349K
3
+$322K
4
NOC icon
Northrop Grumman
NOC
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$307K

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
SCCO icon
401
Southern Copper
SCCO
$146B
$65.2K 0.01%
542
+219
MAR icon
402
Marriott International
MAR
$85.3B
$64.8K 0.01%
248
+99
JETS icon
403
US Global Jets ETF
JETS
$703M
$64.7K 0.01%
2,625
ACN icon
404
Accenture
ACN
$123B
$64.3K 0.01%
264
-7
KB icon
405
KB Financial Group
KB
$36.6B
$64.3K 0.01%
770
+385
PGR icon
406
Progressive
PGR
$120B
$64.1K 0.01%
260
+130
CRK icon
407
Comstock Resources
CRK
$6.03B
$64K 0.01%
3,000
GWRE icon
408
Guidewire Software
GWRE
$13.8B
$64K 0.01%
278
+139
NVS icon
409
Novartis
NVS
$296B
$63.8K 0.01%
484
+242
PNQI icon
410
Invesco NASDAQ Internet ETF
PNQI
$555M
$63.6K 0.01%
1,140
MOO icon
411
VanEck Agribusiness ETF
MOO
$969M
$63.6K 0.01%
866
CHT icon
412
Chunghwa Telecom
CHT
$33.4B
$63.1K 0.01%
1,438
+719
FISV
413
Fiserv Inc
FISV
$30.8B
$62.1K 0.01%
486
+93
DY icon
414
Dycom Industries
DY
$10.7B
$61.3K 0.01%
210
ROP icon
415
Roper Technologies
ROP
$36.3B
$61.3K 0.01%
123
+51
VEA icon
416
Vanguard FTSE Developed Markets ETF
VEA
$206B
$60.9K 0.01%
1,017
OXY icon
417
Occidental Petroleum
OXY
$56.5B
$60.2K 0.01%
1,270
-422
EIS icon
418
iShares MSCI Israel ETF
EIS
$893M
$60.2K 0.01%
600
PDD icon
419
Pinduoduo
PDD
$147B
$60.1K 0.01%
448
+199
DOCS icon
420
Doximity
DOCS
$4.54B
$59.8K 0.01%
822
+122
PBJ icon
421
Invesco Food & Beverage ETF
PBJ
$89M
$59.5K 0.01%
1,296
MRVL icon
422
Marvell Technology
MRVL
$80B
$58.5K 0.01%
696
+280
WF icon
423
Woori Financial
WF
$15.9B
$58.2K 0.01%
1,024
+512
PZA icon
424
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.71B
$57.7K 0.01%
2,500
ALB icon
425
Albemarle
ALB
$19.1B
$57.5K 0.01%
690
-400
15 16
17
18 19