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
ALE icon
801
Allete
ALE
$3.93B
$16.1K ﹤0.01%
242
+121
INVA icon
802
Innoviva
INVA
$1.57B
$16.1K ﹤0.01%
888
+444
LCII icon
803
LCI Industries
LCII
$2.83B
$16.1K ﹤0.01%
173
FMBH icon
804
First Mid Bancshares
FMBH
$930M
$16.1K ﹤0.01%
430
+215
NVR icon
805
NVR
NVR
$20.8B
$16.1K ﹤0.01%
2
+1
SPSM icon
806
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$16K ﹤0.01%
346
ARES icon
807
Ares Management
ARES
$35.2B
$16K ﹤0.01%
100
KBWY icon
808
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$247M
$15.9K ﹤0.01%
1,000
CRDO icon
809
Credo Technology Group
CRDO
$34B
$15.9K ﹤0.01%
110
MSA icon
810
Mine Safety
MSA
$6.43B
$15.9K ﹤0.01%
92
+46
EXPO icon
811
Exponent
EXPO
$3.65B
$15.8K ﹤0.01%
227
CBRE icon
812
CBRE Group
CBRE
$47.4B
$15.8K ﹤0.01%
100
PCVX icon
813
Vaxcyte
PCVX
$5.85B
$15.7K ﹤0.01%
414
+211
FTXN icon
814
First Trust Nasdaq Oil & Gas ETF
FTXN
$110M
$15.6K ﹤0.01%
549
DNOW icon
815
DNOW Inc
DNOW
$2.6B
$15.6K ﹤0.01%
1,020
CNA icon
816
CNA Financial
CNA
$12.5B
$15.5K ﹤0.01%
338
+169
BSCR icon
817
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.3B
$15.5K ﹤0.01%
787
DXCM icon
818
DexCom
DXCM
$25.1B
$15.4K ﹤0.01%
231
-120
ASX icon
819
ASE Group
ASX
$33.3B
$15.4K ﹤0.01%
1,384
IOSP icon
820
Innospec
IOSP
$1.84B
$15.4K ﹤0.01%
199
WPC icon
821
W.P. Carey
WPC
$14.6B
$15.3K ﹤0.01%
224
+112
WASH icon
822
Washington Trust Bancorp
WASH
$549M
$15.2K ﹤0.01%
538
+269
KARS icon
823
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$78.7M
$15.2K ﹤0.01%
500
IONS icon
824
Ionis Pharmaceuticals
IONS
$13.2B
$15.2K ﹤0.01%
231
AA icon
825
Alcoa
AA
$10.7B
$15.2K ﹤0.01%
460
+1