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
NSC icon
651
Norfolk Southern
NSC
$65.3B
$25.7K ﹤0.01%
86
+58
VMC icon
652
Vulcan Materials
VMC
$34.7B
$25.3K ﹤0.01%
84
+42
TSN icon
653
Tyson Foods
TSN
$21.8B
$25.3K ﹤0.01%
465
+117
OEF icon
654
iShares S&P 100 ETF
OEF
$28.2B
$25.3K ﹤0.01%
76
IP icon
655
International Paper
IP
$19.9B
$25.2K ﹤0.01%
544
NE icon
656
Noble Corp
NE
$7.36B
$25.2K ﹤0.01%
864
+527
AON icon
657
Aon
AON
$70B
$25.2K ﹤0.01%
70
+35
ISPY icon
658
ProShares S&P 500 High Income ETF
ISPY
$1.2B
$25.1K ﹤0.01%
556
BAY
659
DELISTED
BAYER AG SPONS ADR
BAY
$25K ﹤0.01%
2,878
+1,563
SYF icon
660
Synchrony
SYF
$22.3B
$25K ﹤0.01%
358
+179
ALLE icon
661
Allegion
ALLE
$12.6B
$24.7K ﹤0.01%
140
+70
DHR icon
662
Danaher
DHR
$135B
$24.7K ﹤0.01%
116
RJF icon
663
Raymond James Financial
RJF
$28.3B
$24.2K ﹤0.01%
146
+73
VC icon
664
Visteon
VC
$2.42B
$24.2K ﹤0.01%
200
+110
UAL icon
665
United Airlines
UAL
$29.2B
$24.2K ﹤0.01%
254
JBS
666
JBS N.V.
JBS
$17B
$24.2K ﹤0.01%
1,636
+818
KALU icon
667
Kaiser Aluminum
KALU
$1.92B
$24.1K ﹤0.01%
312
+3
RPG icon
668
Invesco S&P 500 Pure Growth ETF
RPG
$1.63B
$24.1K ﹤0.01%
505
DLTR icon
669
Dollar Tree
DLTR
$22.7B
$24K ﹤0.01%
264
+133
MTSI icon
670
MACOM Technology Solutions
MTSI
$16.9B
$24K ﹤0.01%
190
+95
SDIV icon
671
Global X SuperDividend ETF
SDIV
$1.26B
$24K ﹤0.01%
1,000
VRSK icon
672
Verisk Analytics
VRSK
$28.2B
$24K ﹤0.01%
96
+48
SBSW icon
673
Sibanye-Stillwater
SBSW
$9.44B
$23.9K ﹤0.01%
2,080
PAAS icon
674
Pan American Silver
PAAS
$23.8B
$23.8K ﹤0.01%
614
MMS icon
675
Maximus
MMS
$3.9B
$23.8K ﹤0.01%
260