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
PAYX icon
576
Paychex
PAYX
$33.4B
$33.1K 0.01%
263
+49
COR icon
577
Cencora
COR
$67.3B
$32.7K 0.01%
105
+70
CL icon
578
Colgate-Palmolive
CL
$72.4B
$32.7K 0.01%
412
+130
AMT icon
579
American Tower
AMT
$86.1B
$32.7K 0.01%
169
+86
CGMM
580
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.65B
$32.6K 0.01%
+1,150
KR icon
581
Kroger
KR
$45.7B
$32.6K 0.01%
490
+245
HUBS icon
582
HubSpot
HUBS
$14B
$32.6K 0.01%
74
+33
PBA icon
583
Pembina Pipeline
PBA
$25.9B
$32.3K 0.01%
808
+404
TRP icon
584
TC Energy
TRP
$66.9B
$32K 0.01%
594
+297
ETHO icon
585
Amplify Etho Climate Leadership US ETF
ETHO
$155M
$31.8K 0.01%
500
USB icon
586
US Bancorp
USB
$79.4B
$31.8K 0.01%
663
+320
XMHQ icon
587
Invesco S&P MidCap Quality ETF
XMHQ
$5.02B
$31.6K 0.01%
300
AXA
588
DELISTED
AXA ADS (1 ORD SHS)
AXA
$31.3K 0.01%
656
+328
OMC icon
589
Omnicom Group
OMC
$24.4B
$31.3K 0.01%
404
+202
OTIS icon
590
Otis Worldwide
OTIS
$32.5B
$31K 0.01%
336
+168
ADC icon
591
Agree Realty
ADC
$9.58B
$30.8K ﹤0.01%
430
+215
AAON icon
592
Aaon
AAON
$6.65B
$30.8K ﹤0.01%
330
EXAS icon
593
Exact Sciences
EXAS
$19.8B
$30.6K ﹤0.01%
542
+271
EFAV icon
594
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$30.4K ﹤0.01%
358
-100
YUM icon
595
Yum! Brands
YUM
$44.7B
$30.3K ﹤0.01%
198
+89
ARKK icon
596
ARK Innovation ETF
ARKK
$6.42B
$30.1K ﹤0.01%
348
-4
PUK icon
597
Prudential
PUK
$37B
$30.1K ﹤0.01%
1,070
+443
CSGP icon
598
CoStar Group
CSGP
$18.3B
$30.1K ﹤0.01%
360
+180
IQV icon
599
IQVIA
IQV
$27.7B
$30K ﹤0.01%
147
+101
HLI icon
600
Houlihan Lokey
HLI
$9.74B
$29.7K ﹤0.01%
148
+58