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
BP icon
426
BP
BP
$114B
$56.5K 0.01%
1,580
EXAS
427
DELISTED
Exact Sciences
EXAS
$56.2K 0.01%
552
+10
DWM icon
428
WisdomTree International Equity Fund
DWM
$670M
$56.1K 0.01%
816
BBVA icon
429
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$55.6K 0.01%
2,316
EXPE icon
430
Expedia Group
EXPE
$26.1B
$55.5K 0.01%
196
+7
IFX
431
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$55.3K 0.01%
1,234
EXE
432
Expand Energy Corp
EXE
$23.1B
$55.2K 0.01%
500
PNC icon
433
PNC Financial Services
PNC
$85.7B
$55K 0.01%
263
+33
TSEM icon
434
Tower Semiconductor
TSEM
$31.7B
$55K 0.01%
452
XYZ
435
Block Inc
XYZ
$42.6B
$54.9K 0.01%
843
-279
NXDR
436
Nextdoor Holdings
NXDR
$793M
$54.6K 0.01%
26,000
+1,500
CME icon
437
CME Group
CME
$108B
$54.4K 0.01%
201
+15
MITSY
438
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$54.1K 0.01%
91
ROP icon
439
Roper Technologies
ROP
$32.1B
$53.9K 0.01%
124
+1
WIT icon
440
Wipro
WIT
$19.4B
$53.8K 0.01%
18,436
SECT icon
441
Main Sector Rotation ETF
SECT
$2.68B
$53.8K 0.01%
834
PDD icon
442
Pinduoduo
PDD
$136B
$52.9K 0.01%
458
+10
OXY icon
443
Occidental Petroleum
OXY
$56.5B
$52.8K 0.01%
1,270
GFI icon
444
Gold Fields
GFI
$39.5B
$52.7K 0.01%
1,210
SHEL icon
445
Shell
SHEL
$235B
$52.4K 0.01%
694
GWRE icon
446
Guidewire Software
GWRE
$10.5B
$52.2K 0.01%
278
BUD icon
447
AB InBev
BUD
$156B
$52.2K 0.01%
817
+1
ICE icon
448
Intercontinental Exchange
ICE
$88.1B
$52K 0.01%
325
+3
IYF icon
449
iShares US Financials ETF
IYF
$3.33B
$51.6K 0.01%
400
-20
INTU icon
450
Intuit
INTU
$105B
$51.1K 0.01%
81
+4
16 17
18
19 20