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
CMS icon
776
CMS Energy
CMS
$22.1B
$17.5K ﹤0.01%
242
+121
WNS
777
DELISTED
WNS Holdings
WNS
$17.5K ﹤0.01%
229
+120
THFF icon
778
First Financial Corp
THFF
$701M
$17.4K ﹤0.01%
316
+158
VOE icon
779
Vanguard Mid-Cap Value ETF
VOE
$19.5B
$17.4K ﹤0.01%
100
AOS icon
780
A.O. Smith
AOS
$9.18B
$17.4K ﹤0.01%
238
+119
FTS icon
781
Fortis
FTS
$26.1B
$17.4K ﹤0.01%
345
EBC icon
782
Eastern Bankshares
EBC
$4.18B
$17.4K ﹤0.01%
952
+476
GBCI icon
783
Glacier Bancorp
GBCI
$5.53B
$17.2K ﹤0.01%
358
+179
PSKY
784
Paramount Skydance Corp
PSKY
$17.5B
$17.2K ﹤0.01%
+907
ROL icon
785
Rollins
ROL
$29.3B
$17.1K ﹤0.01%
294
+147
XRAY icon
786
Dentsply Sirona
XRAY
$2.22B
$17.1K ﹤0.01%
1,318
+811
SHW icon
787
Sherwin-Williams
SHW
$83.7B
$17.1K ﹤0.01%
50
+25
ADSK icon
788
Autodesk
ADSK
$65.8B
$17K ﹤0.01%
54
+27
VMBS icon
789
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$17K ﹤0.01%
363
FULT icon
790
Fulton Financial
FULT
$3.3B
$17K ﹤0.01%
932
+466
BRO icon
791
Brown & Brown
BRO
$27.3B
$16.9K ﹤0.01%
182
+91
EPR icon
792
EPR Properties
EPR
$3.99B
$16.7K ﹤0.01%
286
+143
ALX
793
Alexander's
ALX
$1.09B
$16.6K ﹤0.01%
70
+35
FXR icon
794
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.75B
$16.6K ﹤0.01%
213
PPL icon
795
PPL Corp
PPL
$26.1B
$16.5K ﹤0.01%
450
+225
SPYX icon
796
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.47B
$16.5K ﹤0.01%
300
IDV icon
797
iShares International Select Dividend ETF
IDV
$6.42B
$16.4K ﹤0.01%
450
CATY icon
798
Cathay General Bancorp
CATY
$3.31B
$16.4K ﹤0.01%
344
+172
WSM icon
799
Williams-Sonoma
WSM
$21.3B
$16.4K ﹤0.01%
84
BUSE icon
800
First Busey Corp
BUSE
$2.08B
$16.2K ﹤0.01%
704
+352