WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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 +$738K
2 +$650K
3 +$622K
4
ALMU
Aeluma Inc
ALMU
+$620K
5
MLN icon
VanEck Long Muni ETF
MLN
+$579K

Top Sells

1 +$468K
2 +$349K
3 +$322K
4
NOC icon
Northrop Grumman
NOC
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$307K

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
TAC icon
851
TransAlta
TAC
$3.7B
$13.3K ﹤0.01%
962
CALM icon
852
Cal-Maine
CALM
$4.18B
$13.3K ﹤0.01%
141
VOOV icon
853
Vanguard S&P 500 Value ETF
VOOV
$6.05B
$13.3K ﹤0.01%
66
+1
GOOD
854
Gladstone Commercial Corp
GOOD
$592M
$13.2K ﹤0.01%
1,072
+536
EMR icon
855
Emerson Electric
EMR
$74.8B
$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
$28.2B
$13.1K ﹤0.01%
245
LUV icon
858
Southwest Airlines
LUV
$19.8B
$12.8K ﹤0.01%
402
KIM icon
859
Kimco Realty
KIM
$15.6B
$12.7K ﹤0.01%
590
+295
TSLX icon
860
Sixth Street Specialty
TSLX
$1.67B
$12.7K ﹤0.01%
572
+286
NSP icon
861
Insperity
NSP
$819M
$12.6K ﹤0.01%
256
DSL
862
DoubleLine Income Solutions Fund
DSL
$1.27B
$12.3K ﹤0.01%
1,000
ED icon
863
Consolidated Edison
ED
$41.7B
$12.2K ﹤0.01%
124
+62
RLX icon
864
RLX Technology
RLX
$2.78B
$12.1K ﹤0.01%
+4,584
HDB icon
865
HDFC Bank
HDB
$149B
$12.1K ﹤0.01%
358
HYS icon
866
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
$12.1K ﹤0.01%
126
CTVA icon
867
Corteva
CTVA
$53.2B
$12K ﹤0.01%
178
IBIT icon
868
iShares Bitcoin Trust
IBIT
$57.7B
$12K ﹤0.01%
185
+30
HII icon
869
Huntington Ingalls Industries
HII
$16.3B
$12K ﹤0.01%
+42
USO icon
870
United States Oil Fund
USO
$2.67B
$11.9K ﹤0.01%
162
FSLR icon
871
First Solar
FSLR
$21.4B
$11.9K ﹤0.01%
+53
UMC icon
872
United Microelectronic
UMC
$23.8B
$11.8K ﹤0.01%
+1,592
BBDC icon
873
Barings BDC
BBDC
$847M
$11.8K ﹤0.01%
1,360
+680
SPIB icon
874
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$11.7K ﹤0.01%
346
EC icon
875
Ecopetrol
EC
$29B
$11.7K ﹤0.01%
+1,272