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
MIRM icon
701
Mirum Pharmaceuticals
MIRM
$5.59B
$22K ﹤0.01%
+300
EON
702
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$22K ﹤0.01%
1,156
+578
ECL icon
703
Ecolab
ECL
$77B
$21.9K ﹤0.01%
80
ADM icon
704
Archer Daniels Midland
ADM
$34B
$21.8K ﹤0.01%
366
+140
APTV icon
705
Aptiv
APTV
$15.2B
$21.8K ﹤0.01%
250
+124
CTSH icon
706
Cognizant
CTSH
$29.2B
$21.7K ﹤0.01%
324
SCHX icon
707
Schwab US Large- Cap ETF
SCHX
$62.7B
$21.7K ﹤0.01%
823
TDF
708
Templeton Dragon Fund
TDF
$282M
$21.7K ﹤0.01%
1,865
FIVE icon
709
Five Below
FIVE
$11.7B
$21.7K ﹤0.01%
+140
RELX icon
710
RELX
RELX
$61.9B
$21.6K ﹤0.01%
458
+229
NTRS icon
711
Northern Trust
NTRS
$25.4B
$21.5K ﹤0.01%
164
+82
ABG icon
712
Asbury Automotive
ABG
$3.68B
$21.5K ﹤0.01%
88
MGM icon
713
MGM Resorts International
MGM
$9.2B
$21.5K ﹤0.01%
620
+250
SLYG icon
714
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.94B
$21.5K ﹤0.01%
228
BYND icon
715
Beyond Meat
BYND
$367M
$21.4K ﹤0.01%
11,300
+500
FBIN icon
716
Fortune Brands Innovations
FBIN
$5.27B
$21.4K ﹤0.01%
400
PEY icon
717
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1B
$21.1K ﹤0.01%
1,000
TXNM
718
TXNM Energy Inc
TXNM
$6.38B
$21.1K ﹤0.01%
371
WTFC icon
719
Wintrust Financial
WTFC
$8.85B
$21.1K ﹤0.01%
160
+80
MCHP icon
720
Microchip Technology
MCHP
$34.5B
$21K ﹤0.01%
328
+317
ILCB icon
721
iShares Morningstar US Equity ETF
ILCB
$1.15B
$21K ﹤0.01%
226
OC icon
722
Owens Corning
OC
$8.67B
$20.9K ﹤0.01%
148
+74
DT icon
723
Dynatrace
DT
$11.7B
$20.9K ﹤0.01%
432
+216
IDEV icon
724
iShares Core MSCI International Developed Markets ETF
IDEV
$27.9B
$20.8K ﹤0.01%
260
FXI icon
725
iShares China Large-Cap ETF
FXI
$6.15B
$20.6K ﹤0.01%
500