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
VONG icon
601
Vanguard Russell 1000 Growth ETF
VONG
$38.1B
$29.5K ﹤0.01%
245
-50
KORP icon
602
American Century Diversified Corporate Bond ETF
KORP
$756M
$29.5K ﹤0.01%
620
DEI icon
603
Douglas Emmett
DEI
$1.61B
$29.1K ﹤0.01%
1,840
+920
EPD icon
604
Enterprise Products Partners
EPD
$80.7B
$29.1K ﹤0.01%
931
FPEI icon
605
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$29K ﹤0.01%
1,500
LYG icon
606
Lloyds Banking Group
LYG
$75B
$29K ﹤0.01%
6,406
+3,203
BST icon
607
BlackRock Science and Technology Trust
BST
$1.35B
$29K ﹤0.01%
700
MUFG icon
608
Mitsubishi UFJ Financial
MUFG
$189B
$28.9K ﹤0.01%
1,846
+923
VYMI icon
609
Vanguard International High Dividend Yield ETF
VYMI
$18B
$28.9K ﹤0.01%
341
ZTS icon
610
Zoetis
ZTS
$49.9B
$28.5K ﹤0.01%
194
+75
AMP icon
611
Ameriprise Financial
AMP
$40B
$28.5K ﹤0.01%
58
G icon
612
Genpact
G
$6.5B
$28.4K ﹤0.01%
678
+447
ACWI icon
613
iShares MSCI ACWI ETF
ACWI
$28B
$28.3K ﹤0.01%
205
NET icon
614
Cloudflare
NET
$73B
$28.2K ﹤0.01%
130
+65
BWA icon
615
BorgWarner
BWA
$10.7B
$28.1K ﹤0.01%
640
SHAK icon
616
Shake Shack
SHAK
$3.65B
$28.1K ﹤0.01%
300
IWS icon
617
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$28K ﹤0.01%
200
LVS icon
618
Las Vegas Sands
LVS
$36.1B
$27.9K ﹤0.01%
512
+166
SPHD icon
619
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.31B
$27.7K ﹤0.01%
560
-431
NDAQ icon
620
Nasdaq
NDAQ
$48.8B
$27.6K ﹤0.01%
318
+159
IJK icon
621
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.4B
$27.6K ﹤0.01%
288
PPG icon
622
PPG Industries
PPG
$23.2B
$27.6K ﹤0.01%
262
+2
TXN icon
623
Texas Instruments
TXN
$177B
$27.6K ﹤0.01%
150
JEF icon
624
Jefferies Financial Group
JEF
$7.6B
$27.5K ﹤0.01%
421
PL icon
625
Planet Labs
PL
$8.39B
$27.5K ﹤0.01%
2,000