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
SPG icon
751
Simon Property Group
SPG
$61.5B
$18.9K ﹤0.01%
102
+51
TD icon
752
Toronto Dominion Bank
TD
$159B
$18.9K ﹤0.01%
235
PSLV icon
753
Sprott Physical Silver Trust
PSLV
$16.7B
$18.8K ﹤0.01%
1,200
VOX icon
754
Vanguard Communication Services ETF
VOX
$5.85B
$18.8K ﹤0.01%
100
CVE icon
755
Cenovus Energy
CVE
$43.9B
$18.7K ﹤0.01%
1,117
+552
TEX icon
756
Terex
TEX
$6.75B
$18.6K ﹤0.01%
360
+180
TKR icon
757
Timken Company
TKR
$6.87B
$18.5K ﹤0.01%
246
+123
DVN icon
758
Devon Energy
DVN
$28.9B
$18.5K ﹤0.01%
523
+213
GBTC icon
759
Grayscale Bitcoin Trust
GBTC
$29.4B
$18.4K ﹤0.01%
205
CGXU icon
760
Capital Group International Focus Equity ETF
CGXU
$4.99B
$18.2K ﹤0.01%
615
+65
DECK icon
761
Deckers Outdoor
DECK
$14.4B
$18.2K ﹤0.01%
180
+90
VLUE icon
762
iShares MSCI USA Value Factor ETF
VLUE
$10.3B
$18.1K ﹤0.01%
145
PH icon
763
Parker-Hannifin
PH
$113B
$18.1K ﹤0.01%
24
+11
FANG icon
764
Diamondback Energy
FANG
$51.4B
$18.1K ﹤0.01%
126
+63
PKG icon
765
Packaging Corp of America
PKG
$19.2B
$18K ﹤0.01%
84
+42
CIVI
766
DELISTED
Civitas Resources
CIVI
$18K ﹤0.01%
508
+273
LYB icon
767
LyondellBasell Industries
LYB
$22.9B
$17.9K ﹤0.01%
368
+115
RNW icon
768
ReNew
RNW
$1.93B
$17.9K ﹤0.01%
2,184
+1,122
PII icon
769
Polaris
PII
$2.95B
$17.9K ﹤0.01%
295
+2
FXO icon
770
First Trust Financials AlphaDEX Fund
FXO
$1.08B
$17.8K ﹤0.01%
300
DVA icon
771
DaVita
DVA
$9.91B
$17.8K ﹤0.01%
134
+67
CGUS icon
772
Capital Group Core Equity ETF
CGUS
$8.94B
$17.8K ﹤0.01%
450
NU icon
773
Nu Holdings
NU
$69.3B
$17.6K ﹤0.01%
1,162
+576
WTRG icon
774
Essential Utilities
WTRG
$11.6B
$17.6K ﹤0.01%
454
+227
HUBG icon
775
HUB Group
HUBG
$2.09B
$17.5K ﹤0.01%
509