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
MRSH
451
Marsh
MRSH
$84.1B
$49.9K 0.01%
248
+109
ALLY icon
452
Ally Financial
ALLY
$11.1B
$49.9K 0.01%
1,288
+451
NEM icon
453
Newmont
NEM
$120B
$49.7K 0.01%
578
+289
CME icon
454
CME Group
CME
$113B
$49.6K 0.01%
186
+63
NTES icon
455
NetEase
NTES
$75.7B
$49.5K 0.01%
330
+165
SPBO icon
456
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.84B
$49.3K 0.01%
+1,664
CMI icon
457
Cummins
CMI
$75.3B
$49K 0.01%
116
CARR icon
458
Carrier Global
CARR
$46.7B
$49K 0.01%
824
+337
IFX
459
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$48.9K 0.01%
1,234
+617
VRNS icon
460
Varonis Systems
VRNS
$2.83B
$48.8K 0.01%
844
+422
BUD icon
461
AB InBev
BUD
$142B
$48.7K 0.01%
816
+58
NCLH icon
462
Norwegian Cruise Line
NCLH
$9.04B
$48.6K 0.01%
2,004
+902
WIT icon
463
Wipro
WIT
$23.2B
$48.5K 0.01%
18,436
+9,218
HDV
464
iShares Core High Dividend ETF
HDV
$13.3B
$48.4K 0.01%
395
-11
SPAB icon
465
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.17B
$48.3K 0.01%
1,869
BKNG icon
466
Booking.com
BKNG
$136B
$48.2K 0.01%
9
+4
SLF icon
467
Sun Life Financial
SLF
$35.4B
$48.2K 0.01%
801
+223
ENPH icon
468
Enphase Energy
ENPH
$6.02B
$47.8K 0.01%
1,350
IDXX icon
469
Idexx Laboratories
IDXX
$46.7B
$47.1K 0.01%
76
+38
HCI icon
470
HCI Group
HCI
$2.14B
$47.1K 0.01%
252
+126
TSCO icon
471
Tractor Supply
TSCO
$25.7B
$47K 0.01%
830
+133
REGN icon
472
Regeneron Pharmaceuticals
REGN
$80B
$46.7K 0.01%
81
TRPA
473
Hartford AAA CLO ETF
TRPA
$103M
$46.7K 0.01%
1,200
XLC icon
474
State Street Communication Services Select Sector SPDR ETF
XLC
$25.5B
$46.4K 0.01%
396
+40
LNG icon
475
Cheniere Energy
LNG
$52.8B
$46.2K 0.01%
199
+90