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
IYM icon
676
iShares US Basic Materials ETF
IYM
$1.39B
$23.7K ﹤0.01%
160
FXH icon
677
First Trust Health Care AlphaDEX Fund
FXH
$858M
$23.7K ﹤0.01%
216
WIX icon
678
WIX.com
WIX
$5.13B
$23.7K ﹤0.01%
154
+77
NTR icon
679
Nutrien
NTR
$37.4B
$23.6K ﹤0.01%
417
+150
SLV icon
680
iShares Silver Trust
SLV
$41.4B
$23.6K ﹤0.01%
556
KDP icon
681
Keurig Dr Pepper
KDP
$37.4B
$23.4K ﹤0.01%
916
+458
MBB icon
682
iShares MBS ETF
MBB
$39B
$23.4K ﹤0.01%
246
SU icon
683
Suncor Energy
SU
$72B
$23.3K ﹤0.01%
564
+186
ALL icon
684
Allstate
ALL
$53.9B
$23.2K ﹤0.01%
110
+50
LI icon
685
Li Auto
LI
$18.7B
$23.2K ﹤0.01%
908
+454
Z icon
686
Zillow
Z
$10.2B
$23.1K ﹤0.01%
300
BCPC
687
Balchem Corp
BCPC
$5.39B
$23.1K ﹤0.01%
154
GLDD icon
688
Great Lakes Dredge & Dock
GLDD
$1.13B
$23.1K ﹤0.01%
1,940
+970
VTR icon
689
Ventas
VTR
$41.7B
$23.1K ﹤0.01%
328
+164
RDDT icon
690
Reddit
RDDT
$26.7B
$23K ﹤0.01%
100
VST icon
691
Vistra
VST
$54.6B
$23K ﹤0.01%
114
+58
MS icon
692
Morgan Stanley
MS
$247B
$22.9K ﹤0.01%
146
+78
XYL icon
693
Xylem
XYL
$29.4B
$22.8K ﹤0.01%
154
+77
VTRS icon
694
Viatris
VTRS
$15.6B
$22.7K ﹤0.01%
2,255
+908
ARW icon
695
Arrow Electronics
ARW
$7.2B
$22.6K ﹤0.01%
186
+93
CMG icon
696
Chipotle Mexican Grill
CMG
$44.4B
$22.4K ﹤0.01%
575
-715
MLM icon
697
Martin Marietta Materials
MLM
$35.3B
$22.3K ﹤0.01%
36
+18
NNN icon
698
NNN REIT
NNN
$8.59B
$22K ﹤0.01%
513
+154
INCY icon
699
Incyte
INCY
$18.5B
$22K ﹤0.01%
254
+127
JLL icon
700
Jones Lang LaSalle
JLL
$14.1B
$22K ﹤0.01%
74
+37