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
IR icon
526
Ingersoll Rand
IR
$32.8B
$38.7K 0.01%
464
+232
THC icon
527
Tenet Healthcare
THC
$19.1B
$38.7K 0.01%
192
+96
CEG icon
528
Constellation Energy
CEG
$111B
$38.6K 0.01%
110
+60
KMI icon
529
Kinder Morgan
KMI
$74.1B
$38.5K 0.01%
1,360
+1,032
IMO icon
530
Imperial Oil
IMO
$59.6B
$38.3K 0.01%
426
+213
HTAB icon
531
Hartford Schroders Tax-Aware Bond ETF
HTAB
$311M
$38.3K 0.01%
2,000
SI
532
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$38.2K 0.01%
278
+139
FTNT icon
533
Fortinet
FTNT
$62.5B
$38.2K 0.01%
448
+224
OKTA icon
534
Okta
OKTA
$13.6B
$38.1K 0.01%
415
+193
DOV icon
535
Dover
DOV
$28B
$37.9K 0.01%
228
+114
MMM icon
536
3M
MMM
$79B
$37.9K 0.01%
243
+106
HOPE icon
537
Hope Bancorp
HOPE
$1.39B
$37.7K 0.01%
3,500
CP icon
538
Canadian Pacific Kansas City
CP
$73.6B
$37.6K 0.01%
503
+133
MSCI icon
539
MSCI
MSCI
$40.4B
$37.6K 0.01%
68
+34
SIMO icon
540
Silicon Motion
SIMO
$4.28B
$37.5K 0.01%
395
SSRM icon
541
SSR Mining
SSRM
$5.77B
$37.2K 0.01%
+1,558
SMG icon
542
ScottsMiracle-Gro
SMG
$3.61B
$37.2K 0.01%
650
L icon
543
Loews
L
$22.4B
$37.1K 0.01%
370
+185
IGPT icon
544
Invesco AI and Next Gen Software ETF
IGPT
$701M
$36.7K 0.01%
680
VNO icon
545
Vornado Realty Trust
VNO
$4.84B
$36.5K 0.01%
886
+443
DFP
546
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$429M
$36.1K 0.01%
1,667
HMC icon
547
Honda
HMC
$33.3B
$35.9K 0.01%
1,166
+233
AFL icon
548
Aflac
AFL
$56.3B
$35.9K 0.01%
324
+162
LOGI icon
549
Logitech
LOGI
$13.9B
$35.8K 0.01%
326
+163
RMD icon
550
ResMed
RMD
$33.6B
$35.8K 0.01%
132
+66