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
ICLN icon
876
iShares Global Clean Energy ETF
ICLN
$2.16B
$11.6K ﹤0.01%
750
WMB icon
877
Williams Companies
WMB
$90.3B
$11.6K ﹤0.01%
183
SPCE icon
878
Virgin Galactic
SPCE
$181M
$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
$9.89B
$11.5K ﹤0.01%
100
SPSC icon
881
SPS Commerce
SPSC
$2.22B
$11.4K ﹤0.01%
110
+55
UPS icon
882
United Parcel Service
UPS
$82.7B
$11.4K ﹤0.01%
136
-824
TPR icon
883
Tapestry
TPR
$28.7B
$11.3K ﹤0.01%
100
GIS icon
884
General Mills
GIS
$20.8B
$11.1K ﹤0.01%
220
-68
RWL icon
885
Invesco S&P 500 Revenue ETF
RWL
$8.17B
$11.1K ﹤0.01%
100
NUSC icon
886
Nuveen ESG Small-Cap ETF
NUSC
$1.15B
$11K ﹤0.01%
250
WBD icon
887
Warner Bros
WBD
$68.3B
$11K ﹤0.01%
563
+120
BHP icon
888
BHP
BHP
$179B
$11K ﹤0.01%
197
ALC icon
889
Alcon
ALC
$37.9B
$11K ﹤0.01%
146
+73
URTH icon
890
iShares MSCI World ETF
URTH
$7.01B
$11K ﹤0.01%
+60
MT icon
891
ArcelorMittal
MT
$39.2B
$10.8K ﹤0.01%
+282
SCHE icon
892
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$10.8K ﹤0.01%
323
IRBT
893
DELISTED
iRobot
IRBT
$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
$12.2B
$10.6K ﹤0.01%
+423
CRL icon
897
Charles River Laboratories
CRL
$7.48B
$10.6K ﹤0.01%
62
SCHF icon
898
Schwab International Equity ETF
SCHF
$58.6B
$10.6K ﹤0.01%
454
AES icon
899
AES
AES
$10.1B
$10.5K ﹤0.01%
800
OGN icon
900
Organon & Co
OGN
$1.65B
$10.4K ﹤0.01%
956
+766