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
DHI icon
551
D.R. Horton
DHI
$43.5B
$35.5K 0.01%
206
+103
DKS icon
552
Dick's Sporting Goods
DKS
$18.5B
$35.4K 0.01%
152
+76
WES icon
553
Western Midstream Partners
WES
$16.8B
$35.4K 0.01%
900
FXL icon
554
First Trust Technology AlphaDEX Fund
FXL
$1.46B
$35.1K 0.01%
209
CCD
555
Calamos Dynamic Convertible & Income Fund
CCD
$640M
$35.1K 0.01%
1,667
CTAS icon
556
Cintas
CTAS
$75.6B
$35K 0.01%
172
+40
CRUS icon
557
Cirrus Logic
CRUS
$6.67B
$35K 0.01%
279
EHC icon
558
Encompass Health
EHC
$9.63B
$34.9K 0.01%
279
+101
ADI icon
559
Analog Devices
ADI
$155B
$34.9K 0.01%
144
+30
DLR icon
560
Digital Realty Trust
DLR
$56.1B
$34.8K 0.01%
202
+51
INFY icon
561
Infosys
INFY
$72.5B
$34.5K 0.01%
2,108
+1,054
CNS icon
562
Cohen & Steers
CNS
$3.26B
$34.5K 0.01%
529
+97
IDU icon
563
iShares US Utilities ETF
IDU
$1.51B
$34.4K 0.01%
310
LIT icon
564
Global X Lithium & Battery Tech ETF
LIT
$1.73B
$34.1K 0.01%
600
VSS icon
565
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$34K 0.01%
238
CSQ icon
566
Calamos Strategic Total Return Fund
CSQ
$3.12B
$33.8K 0.01%
1,754
TSEM icon
567
Tower Semiconductor
TSEM
$15.6B
$33.8K 0.01%
452
+226
BF
568
DELISTED
BASF AKTIENGESELLT ADS(RP1 ORD
BF
$33.7K 0.01%
2,680
+1,340
SNY icon
569
Sanofi
SNY
$111B
$33.6K 0.01%
676
+338
CF icon
570
CF Industries
CF
$14.5B
$33.6K 0.01%
389
LPLA icon
571
LPL Financial
LPLA
$29.4B
$33.5K 0.01%
+100
BMN icon
572
BlackRock 2037 Municipal Target Term Trust
BMN
$161M
$33.5K 0.01%
1,334
SYY icon
573
Sysco
SYY
$40B
$33.3K 0.01%
403
+82
NGG icon
574
National Grid
NGG
$84.1B
$33.1K 0.01%
461
+231
DTM icon
575
DT Midstream
DTM
$12.6B
$33.1K 0.01%
290
+145