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
ALE
801
DELISTED
Allete
ALE
$16.1K ﹤0.01%
242
+121
INVA icon
802
Innoviva
INVA
$1.46B
$16.1K ﹤0.01%
888
+444
LCII icon
803
LCI Industries
LCII
$3.58B
$16.1K ﹤0.01%
173
FMBH icon
804
First Mid Bancshares
FMBH
$1.01B
$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
$14B
$16K ﹤0.01%
346
ARES icon
807
Ares Management
ARES
$33B
$16K ﹤0.01%
100
KBWY icon
808
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$254M
$15.9K ﹤0.01%
1,000
CRDO icon
809
Credo Technology Group
CRDO
$23.4B
$15.9K ﹤0.01%
110
MSA icon
810
Mine Safety
MSA
$6.88B
$15.9K ﹤0.01%
92
+46
EXPO icon
811
Exponent
EXPO
$3.67B
$15.8K ﹤0.01%
227
CBRE icon
812
CBRE Group
CBRE
$50.4B
$15.8K ﹤0.01%
100
PCVX icon
813
Vaxcyte
PCVX
$6.72B
$15.7K ﹤0.01%
414
+211
FTXN icon
814
First Trust Nasdaq Oil & Gas ETF
FTXN
$103M
$15.6K ﹤0.01%
549
DNOW icon
815
DNOW Inc
DNOW
$2.76B
$15.6K ﹤0.01%
1,020
CNA icon
816
CNA Financial
CNA
$12.8B
$15.5K ﹤0.01%
338
+169
BSCR icon
817
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.5B
$15.5K ﹤0.01%
787
DXCM icon
818
DexCom
DXCM
$28.6B
$15.4K ﹤0.01%
231
-120
ASX icon
819
ASE Group
ASX
$44.2B
$15.4K ﹤0.01%
1,384
IOSP icon
820
Innospec
IOSP
$1.96B
$15.4K ﹤0.01%
199
WPC icon
821
W.P. Carey
WPC
$14.9B
$15.3K ﹤0.01%
224
+112
WASH icon
822
Washington Trust Bancorp
WASH
$575M
$15.2K ﹤0.01%
538
+269
KARS icon
823
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$82.4M
$15.2K ﹤0.01%
500
IONS icon
824
Ionis Pharmaceuticals
IONS
$13.3B
$15.2K ﹤0.01%
231
AA icon
825
Alcoa
AA
$15.5B
$15.2K ﹤0.01%
460
+1