WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$805K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$947K
3
+$912K
4
FTMS
Franklin Short-Term Municipal Income ETF
FTMS
+$713K
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$468K

Top Sells

1
+$10.1M
2
+$2.33M
3
+$1.59M
4
ADBE icon
Adobe
ADBE
+$978K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$806K

Sector Composition

1 Technology 18.88%
2 Healthcare 7.77%
3 Industrials 7.22%
4 Communication Services 6.19%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDY icon
401
Dr. Reddy's Laboratories
RDY
$11.2B
$64.5K 0.01%
4,650
+55
MLI icon
402
Mueller Industries
MLI
$15.4B
$63.6K 0.01%
554
VEA icon
403
Vanguard FTSE Developed Markets ETF
VEA
$227B
$63.5K 0.01%
1,017
REGN icon
404
Regeneron Pharmaceuticals
REGN
$74.7B
$63.4K 0.01%
82
+1
WHR icon
405
Whirlpool
WHR
$2.75B
$63.1K 0.01%
875
-820
CHT icon
406
Chunghwa Telecom
CHT
$33.7B
$62.2K 0.01%
1,491
+53
CIBR icon
407
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.8B
$61.2K 0.01%
858
+1
WF icon
408
Woori Financial
WF
$15.6B
$60.6K 0.01%
1,024
MRVL icon
409
Marvell Technology
MRVL
$160B
$60.6K 0.01%
696
ULTA icon
410
Ulta Beauty
ULTA
$21.7B
$60.5K 0.01%
100
MOO icon
411
VanEck Agribusiness ETF
MOO
$1.14B
$59.9K 0.01%
822
-44
EW icon
412
Edwards Lifesciences
EW
$46.8B
$59.9K 0.01%
702
+6
CMI icon
413
Cummins
CMI
$98.8B
$59.4K 0.01%
116
PNQI icon
414
Invesco NASDAQ Internet ETF
PNQI
$555M
$59.3K 0.01%
1,100
-40
TMO icon
415
Thermo Fisher Scientific
TMO
$167B
$59.1K 0.01%
100
+3
VEU icon
416
Vanguard FTSE All-World ex-US ETF
VEU
$65.5B
$59.1K 0.01%
803
PGR icon
417
Progressive
PGR
$115B
$59K 0.01%
277
+17
ALLY icon
418
Ally Financial
ALLY
$13B
$58.9K 0.01%
1,288
BKNG icon
419
Booking.com
BKNG
$120B
$58.6K 0.01%
275
+50
Q
420
Qnity Electronics Inc
Q
$34.4B
$58.3K 0.01%
+714
PZA icon
421
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.05B
$58K 0.01%
2,500
GEHC icon
422
GE HealthCare
GEHC
$28.5B
$57.9K 0.01%
705
+3
UI icon
423
Ubiquiti
UI
$40B
$57.8K 0.01%
102
DD icon
424
DuPont de Nemours
DD
$20.7B
$57.5K 0.01%
1,430
-1,961
RKT icon
425
Rocket Companies
RKT
$40.4B
$56.9K 0.01%
+2,860
15 16
17
18 19