WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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

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
PNC icon
476
PNC Financial Services
PNC
$89.5B
$46.1K 0.01%
230
ARGX icon
477
argenx
ARGX
$52.4B
$46K 0.01%
60
+30
RCL icon
478
Royal Caribbean
RCL
$79.5B
$45.7K 0.01%
142
GSK icon
479
GSK
GSK
$101B
$45.1K 0.01%
991
+492
ACV
480
Virtus Diversified Income & Convertible Fund
ACV
$293M
$45K 0.01%
1,867
MITSY
481
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$45K 0.01%
91
+45
SRE icon
482
Sempra
SRE
$56.6B
$44.9K 0.01%
502
+127
BK icon
483
Bank of New York Mellon
BK
$81.8B
$44.7K 0.01%
415
+127
BBVA icon
484
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$44.5K 0.01%
2,316
+1,158
D icon
485
Dominion Energy
D
$51.8B
$44.3K 0.01%
728
+259
ALNY icon
486
Alnylam Pharmaceuticals
ALNY
$46.2B
$44.2K 0.01%
96
+48
SIG icon
487
Signet Jewelers
SIG
$3.73B
$44.1K 0.01%
460
WYNN icon
488
Wynn Resorts
WYNN
$11.7B
$44.1K 0.01%
338
+97
VV icon
489
Vanguard Large-Cap ETF
VV
$48.1B
$44K 0.01%
143
SVAL icon
490
iShares US Small Cap Value Factor ETF
SVAL
$164M
$43.6K 0.01%
1,300
APP icon
491
Applovin
APP
$183B
$42.9K 0.01%
61
+23
LHX icon
492
L3Harris
LHX
$67.4B
$42.7K 0.01%
142
+71
DVY icon
493
iShares Select Dividend ETF
DVY
$22B
$42.6K 0.01%
300
DELL icon
494
Dell
DELL
$77.7B
$42.6K 0.01%
296
+78
HOOD icon
495
Robinhood
HOOD
$93B
$42.6K 0.01%
306
+155
FICO icon
496
Fair Isaac
FICO
$36.3B
$42.4K 0.01%
28
+14
IHI icon
497
iShares US Medical Devices ETF
IHI
$3.88B
$42.3K 0.01%
704
+54
PCAR icon
498
PACCAR
PCAR
$64.7B
$42.2K 0.01%
432
+216
DB icon
499
Deutsche Bank
DB
$75.5B
$42.1K 0.01%
1,186
+593
SYFI
500
AB Short Duration High Yield ETF
SYFI
$873M
$42.1K 0.01%
1,164