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
AME icon
501
Ametek
AME
$51.2B
$42K 0.01%
224
+112
IMOS
502
ChipMOS TECHNOLOGIES
IMOS
$1.45B
$41.8K 0.01%
2,163
+1,204
NAB
503
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$41.7K 0.01%
2,840
+1,420
AYI icon
504
Acuity Brands
AYI
$9.57B
$41.7K 0.01%
121
AJG icon
505
Arthur J. Gallagher & Co
AJG
$62.2B
$41.6K 0.01%
136
+68
BLK icon
506
Blackrock
BLK
$174B
$41.5K 0.01%
36
ORLY icon
507
O'Reilly Automotive
ORLY
$85.6B
$41.2K 0.01%
390
+195
ADP icon
508
Automatic Data Processing
ADP
$101B
$41.2K 0.01%
141
+51
BTT icon
509
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$41.2K 0.01%
1,834
BMRN icon
510
BioMarin Pharmaceuticals
BMRN
$10.9B
$41.2K 0.01%
760
-400
XAR icon
511
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.87B
$41.1K 0.01%
175
EQIX icon
512
Equinix
EQIX
$80.1B
$41K 0.01%
53
+21
BTI icon
513
British American Tobacco
BTI
$131B
$40.9K 0.01%
782
+391
EXPE icon
514
Expedia Group
EXPE
$32.6B
$40.9K 0.01%
189
+57
NUE icon
515
Nucor
NUE
$39.6B
$40.6K 0.01%
300
DORM icon
516
Dorman Products
DORM
$3.74B
$40.4K 0.01%
259
BBSI icon
517
Barrett Business Services
BBSI
$939M
$40.2K 0.01%
907
ESE icon
518
ESCO Technologies
ESE
$5.77B
$40.1K 0.01%
188
+94
VCSH icon
519
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$39.9K 0.01%
500
CHRW icon
520
C.H. Robinson
CHRW
$21.8B
$39.9K 0.01%
301
WRB icon
521
W.R. Berkley
WRB
$25.5B
$39.8K 0.01%
528
+264
ORAN
522
DELISTED
Orange
ORAN
$39.5K 0.01%
2,447
+1,314
MDB icon
523
MongoDB
MDB
$33.5B
$39.2K 0.01%
122
+55
RSG icon
524
Republic Services
RSG
$67.4B
$39.1K 0.01%
172
+86
MTB icon
525
M&T Bank
MTB
$33.3B
$39K 0.01%
199
+76