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
IYM icon
676
iShares US Basic Materials ETF
IYM
$1.1B
$23.7K ﹤0.01%
160
FXH icon
677
First Trust Health Care AlphaDEX Fund
FXH
$948M
$23.7K ﹤0.01%
216
WIX icon
678
WIX.com
WIX
$5.1B
$23.7K ﹤0.01%
154
+77
NTR icon
679
Nutrien
NTR
$34.6B
$23.6K ﹤0.01%
417
+150
SLV icon
680
iShares Silver Trust
SLV
$60.5B
$23.6K ﹤0.01%
556
KDP icon
681
Keurig Dr Pepper
KDP
$36.3B
$23.4K ﹤0.01%
916
+458
MBB icon
682
iShares MBS ETF
MBB
$39.4B
$23.4K ﹤0.01%
246
SU icon
683
Suncor Energy
SU
$63.7B
$23.3K ﹤0.01%
564
+186
ALL icon
684
Allstate
ALL
$51.6B
$23.2K ﹤0.01%
110
+50
LI icon
685
Li Auto
LI
$17.4B
$23.2K ﹤0.01%
908
+454
Z icon
686
Zillow
Z
$16B
$23.1K ﹤0.01%
300
BCPC
687
Balchem Corp
BCPC
$5.45B
$23.1K ﹤0.01%
154
GLDD icon
688
Great Lakes Dredge & Dock
GLDD
$1.04B
$23.1K ﹤0.01%
1,940
+970
VTR icon
689
Ventas
VTR
$35.7B
$23.1K ﹤0.01%
328
+164
RDDT icon
690
Reddit
RDDT
$36.6B
$23K ﹤0.01%
100
VST icon
691
Vistra
VST
$56.1B
$23K ﹤0.01%
114
+58
MS icon
692
Morgan Stanley
MS
$289B
$22.9K ﹤0.01%
146
+78
XYL icon
693
Xylem
XYL
$33B
$22.8K ﹤0.01%
154
+77
VTRS icon
694
Viatris
VTRS
$14.9B
$22.7K ﹤0.01%
2,255
+908
ARW icon
695
Arrow Electronics
ARW
$6.61B
$22.6K ﹤0.01%
186
+93
CMG icon
696
Chipotle Mexican Grill
CMG
$51.8B
$22.4K ﹤0.01%
575
-715
MLM icon
697
Martin Marietta Materials
MLM
$39.2B
$22.3K ﹤0.01%
36
+18
NNN icon
698
NNN REIT
NNN
$7.86B
$22K ﹤0.01%
513
+154
INCY icon
699
Incyte
INCY
$19.9B
$22K ﹤0.01%
254
+127
JLL icon
700
Jones Lang LaSalle
JLL
$16.8B
$22K ﹤0.01%
74
+37