WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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

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
CMS icon
776
CMS Energy
CMS
$21.9B
$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
$740M
$17.4K ﹤0.01%
316
+158
VOE icon
779
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$17.4K ﹤0.01%
100
AOS icon
780
A.O. Smith
AOS
$9.68B
$17.4K ﹤0.01%
238
+119
FTS icon
781
Fortis
FTS
$27B
$17.4K ﹤0.01%
345
EBC icon
782
Eastern Bankshares
EBC
$4.38B
$17.4K ﹤0.01%
952
+476
GBCI icon
783
Glacier Bancorp
GBCI
$6.36B
$17.2K ﹤0.01%
358
+179
PSKY
784
Paramount Skydance Corp
PSKY
$12.5B
$17.2K ﹤0.01%
+907
ROL icon
785
Rollins
ROL
$30.2B
$17.1K ﹤0.01%
294
+147
XRAY icon
786
Dentsply Sirona
XRAY
$2.46B
$17.1K ﹤0.01%
1,318
+811
SHW icon
787
Sherwin-Williams
SHW
$86.7B
$17.1K ﹤0.01%
50
+25
ADSK icon
788
Autodesk
ADSK
$56.9B
$17K ﹤0.01%
54
+27
VMBS icon
789
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$17K ﹤0.01%
363
FULT icon
790
Fulton Financial
FULT
$3.63B
$17K ﹤0.01%
932
+466
BRO icon
791
Brown & Brown
BRO
$24.6B
$16.9K ﹤0.01%
182
+91
EPR icon
792
EPR Properties
EPR
$3.94B
$16.7K ﹤0.01%
286
+143
ALX
793
Alexander's
ALX
$1.21B
$16.6K ﹤0.01%
70
+35
FXR icon
794
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$781M
$16.6K ﹤0.01%
213
PPL icon
795
PPL Corp
PPL
$27.1B
$16.5K ﹤0.01%
450
+225
SPYX icon
796
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.53B
$16.5K ﹤0.01%
300
IDV icon
797
iShares International Select Dividend ETF
IDV
$7.32B
$16.4K ﹤0.01%
450
CATY icon
798
Cathay General Bancorp
CATY
$3.36B
$16.4K ﹤0.01%
344
+172
WSM icon
799
Williams-Sonoma
WSM
$24.6B
$16.4K ﹤0.01%
84
BUSE icon
800
First Busey Corp
BUSE
$2.16B
$16.2K ﹤0.01%
704
+352