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
IR icon
526
Ingersoll Rand
IR
$33.7B
$38.7K 0.01%
464
+232
THC icon
527
Tenet Healthcare
THC
$16.7B
$38.7K 0.01%
192
+96
CEG icon
528
Constellation Energy
CEG
$104B
$38.6K 0.01%
110
+60
KMI icon
529
Kinder Morgan
KMI
$66.9B
$38.5K 0.01%
1,360
+1,032
IMO icon
530
Imperial Oil
IMO
$51.4B
$38.3K 0.01%
426
+213
HTAB icon
531
Hartford Schroders Tax-Aware Bond ETF
HTAB
$315M
$38.3K 0.01%
2,000
SI
532
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$38.2K 0.01%
278
+139
FTNT icon
533
Fortinet
FTNT
$61B
$38.2K 0.01%
448
+224
OKTA icon
534
Okta
OKTA
$16.1B
$38.1K 0.01%
415
+193
DOV icon
535
Dover
DOV
$28.3B
$37.9K 0.01%
228
+114
MMM icon
536
3M
MMM
$82.7B
$37.9K 0.01%
243
+106
HOPE icon
537
Hope Bancorp
HOPE
$1.51B
$37.7K 0.01%
3,500
CP icon
538
Canadian Pacific Kansas City
CP
$64.7B
$37.6K 0.01%
503
+133
MSCI icon
539
MSCI
MSCI
$45.3B
$37.6K 0.01%
68
+34
SIMO icon
540
Silicon Motion
SIMO
$3.98B
$37.5K 0.01%
395
SSRM icon
541
SSR Mining
SSRM
$5.72B
$37.2K 0.01%
+1,558
SMG icon
542
ScottsMiracle-Gro
SMG
$3.64B
$37.2K 0.01%
650
L icon
543
Loews
L
$21.2B
$37.1K 0.01%
370
+185
IGPT icon
544
Invesco AI and Next Gen Software ETF
IGPT
$729M
$36.7K 0.01%
680
VNO icon
545
Vornado Realty Trust
VNO
$5.99B
$36.5K 0.01%
886
+443
DFP
546
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$436M
$36.1K 0.01%
1,667
HMC icon
547
Honda
HMC
$38.2B
$35.9K 0.01%
1,166
+233
AFL icon
548
Aflac
AFL
$57.1B
$35.9K 0.01%
324
+162
LOGI icon
549
Logitech
LOGI
$12.7B
$35.8K 0.01%
326
+163
RMD icon
550
ResMed
RMD
$37.6B
$35.8K 0.01%
132
+66