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
SPG icon
751
Simon Property Group
SPG
$59.8B
$18.9K ﹤0.01%
102
+51
TD icon
752
Toronto Dominion Bank
TD
$144B
$18.9K ﹤0.01%
235
PSLV icon
753
Sprott Physical Silver Trust
PSLV
$11.4B
$18.8K ﹤0.01%
1,200
VOX icon
754
Vanguard Communication Services ETF
VOX
$5.84B
$18.8K ﹤0.01%
100
CVE icon
755
Cenovus Energy
CVE
$33.7B
$18.7K ﹤0.01%
1,117
+552
TEX icon
756
Terex
TEX
$3.24B
$18.6K ﹤0.01%
360
+180
TKR icon
757
Timken Company
TKR
$5.68B
$18.5K ﹤0.01%
246
+123
DVN icon
758
Devon Energy
DVN
$23.7B
$18.5K ﹤0.01%
523
+213
GBTC icon
759
Grayscale Bitcoin Trust
GBTC
$37.1B
$18.4K ﹤0.01%
205
CGXU icon
760
Capital Group International Focus Equity ETF
CGXU
$4.32B
$18.2K ﹤0.01%
615
+65
DECK icon
761
Deckers Outdoor
DECK
$13.8B
$18.2K ﹤0.01%
180
+90
VLUE icon
762
iShares MSCI USA Value Factor ETF
VLUE
$8.81B
$18.1K ﹤0.01%
145
PH icon
763
Parker-Hannifin
PH
$109B
$18.1K ﹤0.01%
24
+11
FANG icon
764
Diamondback Energy
FANG
$45.4B
$18.1K ﹤0.01%
126
+63
PKG icon
765
Packaging Corp of America
PKG
$17.5B
$18K ﹤0.01%
84
+42
CIVI icon
766
Civitas Resources
CIVI
$2.55B
$18K ﹤0.01%
508
+273
LYB icon
767
LyondellBasell Industries
LYB
$15.5B
$17.9K ﹤0.01%
368
+115
RNW icon
768
ReNew
RNW
$2.76B
$17.9K ﹤0.01%
2,184
+1,122
PII icon
769
Polaris
PII
$3.79B
$17.9K ﹤0.01%
295
+2
FXO icon
770
First Trust Financials AlphaDEX Fund
FXO
$2.14B
$17.8K ﹤0.01%
300
DVA icon
771
DaVita
DVA
$8.48B
$17.8K ﹤0.01%
134
+67
CGUS icon
772
Capital Group Core Equity ETF
CGUS
$7.97B
$17.8K ﹤0.01%
450
NU icon
773
Nu Holdings
NU
$85.1B
$17.6K ﹤0.01%
1,162
+576
WTRG icon
774
Essential Utilities
WTRG
$11B
$17.6K ﹤0.01%
454
+227
HUBG icon
775
HUB Group
HUBG
$2.48B
$17.5K ﹤0.01%
509