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
LGLV icon
826
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$15.1K ﹤0.01%
+84
SCHZ icon
827
Schwab US Aggregate Bond ETF
SCHZ
$9.34B
$15K ﹤0.01%
641
TMIC
828
DELISTED
TREND MICRO INC SPONS ADR-NEW
TMIC
$15K ﹤0.01%
280
+140
NXST icon
829
Nexstar Media Group
NXST
$5.7B
$14.9K ﹤0.01%
76
+38
LNT icon
830
Alliant Energy
LNT
$17.1B
$14.9K ﹤0.01%
222
+111
TFSL icon
831
TFS Financial
TFSL
$3.92B
$14.9K ﹤0.01%
1,134
+567
IMCB icon
832
iShares Morningstar Mid-Cap ETF
IMCB
$1.36B
$14.8K ﹤0.01%
178
+1
FRME icon
833
First Merchants
FRME
$2.13B
$14.7K ﹤0.01%
390
+195
SLB icon
834
SLB Ltd
SLB
$54.3B
$14.7K ﹤0.01%
428
IYH icon
835
iShares US Healthcare ETF
IYH
$3.5B
$14.7K ﹤0.01%
250
XEL icon
836
Xcel Energy
XEL
$46.8B
$14.6K ﹤0.01%
182
+116
CCI icon
837
Crown Castle
CCI
$38.4B
$14.4K ﹤0.01%
150
+81
HR icon
838
Healthcare Realty
HR
$6.31B
$14.2K ﹤0.01%
772
FE icon
839
FirstEnergy
FE
$26.4B
$14.1K ﹤0.01%
306
+153
SWX icon
840
Southwest Gas
SWX
$5.83B
$14K ﹤0.01%
180
+90
SPXC icon
841
SPX Corp
SPXC
$10.4B
$14K ﹤0.01%
75
EFX icon
842
Equifax
EFX
$25.5B
$14K ﹤0.01%
55
+28
TRNO icon
843
Terreno Realty
TRNO
$6.42B
$14K ﹤0.01%
242
+121
AVT icon
844
Avnet
AVT
$3.92B
$13.9K ﹤0.01%
266
+133
INGR icon
845
Ingredion
INGR
$6.84B
$13.9K ﹤0.01%
114
+57
RIG icon
846
Transocean
RIG
$4.75B
$13.8K ﹤0.01%
4,314
USPH icon
847
US Physical Therapy
USPH
$1.12B
$13.8K ﹤0.01%
+160
ADNT icon
848
Adient
ADNT
$1.49B
$13.5K ﹤0.01%
552
MRP
849
Millrose Properties Inc
MRP
$5.12B
$13.4K ﹤0.01%
400
PTEN icon
850
Patterson-UTI
PTEN
$2.26B
$13.3K ﹤0.01%
2,485
+1,339