WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
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

Top Sells

1 +$551K
2 +$364K
3 +$344K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$335K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$314K

Sector Composition

1 Technology 18.78%
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
KTOS icon
726
Kratos Defense & Security Solutions
KTOS
$12B
$20.6K ﹤0.01%
225
-125
SNPS icon
727
Synopsys
SNPS
$86.7B
$20.5K ﹤0.01%
42
+26
SPLV icon
728
Invesco S&P 500 Low Volatility ETF
SPLV
$7.5B
$20.5K ﹤0.01%
279
ES icon
729
Eversource Energy
ES
$25B
$20.5K ﹤0.01%
286
+140
EXPD icon
730
Expeditors International
EXPD
$19.8B
$20.4K ﹤0.01%
168
+84
IFF icon
731
International Flavors & Fragrances
IFF
$17.5B
$20.3K ﹤0.01%
332
+87
VBR icon
732
Vanguard Small-Cap Value ETF
VBR
$31.9B
$20.2K ﹤0.01%
97
FIGS icon
733
FIGS
FIGS
$1.79B
$20.1K ﹤0.01%
3,000
RS icon
734
Reliance Steel & Aluminium
RS
$14.8B
$19.8K ﹤0.01%
70
+35
NTAP icon
735
NetApp
NTAP
$22.9B
$19.7K ﹤0.01%
166
+83
PNFP icon
736
Pinnacle Financial Partners
PNFP
$7.32B
$19.6K ﹤0.01%
210
+105
SNDR icon
737
Schneider National
SNDR
$4.33B
$19.5K ﹤0.01%
938
+617
LNC icon
738
Lincoln National
LNC
$7.87B
$19.4K ﹤0.01%
484
+242
AEM icon
739
Agnico Eagle Mines
AEM
$85.5B
$19.4K ﹤0.01%
114
+57
TEL icon
740
TE Connectivity
TEL
$67.2B
$19.3K ﹤0.01%
88
IWR icon
741
iShares Russell Mid-Cap ETF
IWR
$45.6B
$19.3K ﹤0.01%
200
THG icon
742
Hanover Insurance
THG
$6.51B
$19.2K ﹤0.01%
106
+53
PINS icon
743
Pinterest
PINS
$18.4B
$19.2K ﹤0.01%
600
CHWY icon
744
Chewy
CHWY
$14B
$19.2K ﹤0.01%
475
MCO icon
745
Moody's
MCO
$87.4B
$19.2K ﹤0.01%
40
+20
KLAC icon
746
KLA
KLAC
$156B
$19.2K ﹤0.01%
+17
PEG icon
747
Public Service Enterprise Group
PEG
$40.4B
$19.2K ﹤0.01%
232
+116
FMX icon
748
Fomento Económico Mexicano
FMX
$34.2B
$19.1K ﹤0.01%
200
+100
WSBC icon
749
WesBanco
WSBC
$3.17B
$19.1K ﹤0.01%
596
+298
BLDR icon
750
Builders FirstSource
BLDR
$12.7B
$19K ﹤0.01%
150