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
TAC icon
851
TransAlta
TAC
$4.17B
$13.3K ﹤0.01%
962
CALM icon
852
Cal-Maine
CALM
$3.95B
$13.3K ﹤0.01%
141
VOOV icon
853
Vanguard S&P 500 Value ETF
VOOV
$5.87B
$13.3K ﹤0.01%
66
+1
GOOD
854
Gladstone Commercial Corp
GOOD
$520M
$13.2K ﹤0.01%
1,072
+536
EMR icon
855
Emerson Electric
EMR
$74.1B
$13.1K ﹤0.01%
100
LH icon
856
Labcorp
LH
$22B
$13.1K ﹤0.01%
+47
EEM icon
857
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$13.1K ﹤0.01%
245
LUV icon
858
Southwest Airlines
LUV
$18.3B
$12.8K ﹤0.01%
402
KIM icon
859
Kimco Realty
KIM
$13.7B
$12.7K ﹤0.01%
590
+295
TSLX icon
860
Sixth Street Specialty
TSLX
$2.06B
$12.7K ﹤0.01%
572
+286
NSP icon
861
Insperity
NSP
$1.31B
$12.6K ﹤0.01%
256
DSL
862
DoubleLine Income Solutions Fund
DSL
$1.29B
$12.3K ﹤0.01%
1,000
ED icon
863
Consolidated Edison
ED
$35B
$12.2K ﹤0.01%
124
+62
RLX icon
864
RLX Technology
RLX
$2.92B
$12.1K ﹤0.01%
+4,584
HDB icon
865
HDFC Bank
HDB
$184B
$12.1K ﹤0.01%
358
HYS icon
866
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$12.1K ﹤0.01%
126
CTVA icon
867
Corteva
CTVA
$44.3B
$12K ﹤0.01%
178
IBIT icon
868
iShares Bitcoin Trust
IBIT
$70.8B
$12K ﹤0.01%
185
+30
HII icon
869
Huntington Ingalls Industries
HII
$12.1B
$12K ﹤0.01%
+42
USO icon
870
United States Oil Fund
USO
$928M
$11.9K ﹤0.01%
162
FSLR icon
871
First Solar
FSLR
$28.2B
$11.9K ﹤0.01%
+53
UMC icon
872
United Microelectronic
UMC
$19.5B
$11.8K ﹤0.01%
+1,592
BBDC icon
873
Barings BDC
BBDC
$943M
$11.8K ﹤0.01%
1,360
+680
SPIB icon
874
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$11.7K ﹤0.01%
346
EC icon
875
Ecopetrol
EC
$20.4B
$11.7K ﹤0.01%
+1,272