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
SMMD icon
901
iShares Russell 2500 ETF
SMMD
$1.97B
$10.4K ﹤0.01%
+141
PSTL
902
Postal Realty Trust
PSTL
$401M
$10.4K ﹤0.01%
+665
IVE icon
903
iShares S&P 500 Value ETF
IVE
$47.2B
$10.3K ﹤0.01%
50
TCOM icon
904
Trip.com Group
TCOM
$45.9B
$10.3K ﹤0.01%
+137
BSV icon
905
Vanguard Short-Term Bond ETF
BSV
$39.2B
$10.3K ﹤0.01%
130
ARKF icon
906
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.13B
$10.2K ﹤0.01%
180
BNTX icon
907
BioNTech
BNTX
$23.1B
$10.2K ﹤0.01%
100
ICL icon
908
ICL Group
ICL
$7.25B
$10.2K ﹤0.01%
+1,682
UHS icon
909
Universal Health Services
UHS
$14.9B
$10.2K ﹤0.01%
+50
TPYP icon
910
Tortoise North American Pipeline Fund
TPYP
$705M
$10.2K ﹤0.01%
279
IEI icon
911
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$10.2K ﹤0.01%
85
EIM
912
Eaton Vance Municipal Bond Fund
EIM
$508M
$10.1K ﹤0.01%
1,020
MDYG icon
913
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.42B
$9.98K ﹤0.01%
109
XP icon
914
XP
XP
$10.4B
$9.94K ﹤0.01%
+545
ORA icon
915
Ormat Technologies
ORA
$6.72B
$9.67K ﹤0.01%
100
BKLN icon
916
Invesco Senior Loan ETF
BKLN
$6.36B
$9.65K ﹤0.01%
461
MUR icon
917
Murphy Oil
MUR
$4.49B
$9.65K ﹤0.01%
+326
CC icon
918
Chemours
CC
$1.91B
$9.5K ﹤0.01%
600
JHX icon
919
James Hardie Industries
JHX
$11.3B
$9.48K ﹤0.01%
482
+241
NAT icon
920
Nordic American Tanker
NAT
$777M
$9.45K ﹤0.01%
+2,822
PINC
921
DELISTED
Premier
PINC
$9.45K ﹤0.01%
340
SCHH icon
922
Schwab US REIT ETF
SCHH
$8.39B
$9.28K ﹤0.01%
430
FERG icon
923
Ferguson
FERG
$50.6B
$9.24K ﹤0.01%
+41
WAB icon
924
Wabtec
WAB
$35.6B
$9.21K ﹤0.01%
46
+3
BMO icon
925
Bank of Montreal
BMO
$90.1B
$9.13K ﹤0.01%
+70