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
ICLN icon
876
iShares Global Clean Energy ETF
ICLN
$1.92B
$11.6K ﹤0.01%
750
WMB icon
877
Williams Companies
WMB
$73.5B
$11.6K ﹤0.01%
183
SPCE icon
878
Virgin Galactic
SPCE
$246M
$11.6K ﹤0.01%
3,000
+500
CX icon
879
Cemex
CX
$15.6B
$11.5K ﹤0.01%
+1,298
IGV icon
880
iShares Expanded Tech-Software Sector ETF
IGV
$8.24B
$11.5K ﹤0.01%
100
SPSC icon
881
SPS Commerce
SPSC
$3.1B
$11.4K ﹤0.01%
110
+55
UPS icon
882
United Parcel Service
UPS
$81.1B
$11.4K ﹤0.01%
136
-824
TPR icon
883
Tapestry
TPR
$22.4B
$11.3K ﹤0.01%
100
GIS icon
884
General Mills
GIS
$24.5B
$11.1K ﹤0.01%
220
-68
RWL icon
885
Invesco S&P 500 Revenue ETF
RWL
$7.1B
$11.1K ﹤0.01%
100
NUSC icon
886
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
$11K ﹤0.01%
250
WBD icon
887
Warner Bros
WBD
$60.8B
$11K ﹤0.01%
563
+120
BHP icon
888
BHP
BHP
$143B
$11K ﹤0.01%
197
ALC icon
889
Alcon
ALC
$38.9B
$11K ﹤0.01%
146
+73
URTH icon
890
iShares MSCI World ETF
URTH
$6.56B
$11K ﹤0.01%
+60
MT icon
891
ArcelorMittal
MT
$33.2B
$10.8K ﹤0.01%
+282
SCHE icon
892
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$10.8K ﹤0.01%
323
IRBT icon
893
iRobot
IRBT
$62.1M
$10.8K ﹤0.01%
3,000
AV
894
DELISTED
Aviva Plc
AV
$10.7K ﹤0.01%
+565
AKZOY
895
DELISTED
Akzo Nobel NV
AKZOY
$10.7K ﹤0.01%
+450
APA icon
896
APA Corp
APA
$9.03B
$10.6K ﹤0.01%
+423
CRL icon
897
Charles River Laboratories
CRL
$8.6B
$10.6K ﹤0.01%
62
SCHF icon
898
Schwab International Equity ETF
SCHF
$53.4B
$10.6K ﹤0.01%
454
AES icon
899
AES
AES
$9.94B
$10.5K ﹤0.01%
800
OGN icon
900
Organon & Co
OGN
$1.95B
$10.4K ﹤0.01%
956
+766