WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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

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
SMMD icon
901
iShares Russell 2500 ETF
SMMD
$2.23B
$10.4K ﹤0.01%
+141
PSTL
902
Postal Realty Trust
PSTL
$473M
$10.4K ﹤0.01%
+665
IVE icon
903
iShares S&P 500 Value ETF
IVE
$48.9B
$10.3K ﹤0.01%
50
TCOM icon
904
Trip.com Group
TCOM
$40.8B
$10.3K ﹤0.01%
+137
BSV icon
905
Vanguard Short-Term Bond ETF
BSV
$42.5B
$10.3K ﹤0.01%
130
ARKF icon
906
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.04B
$10.2K ﹤0.01%
180
BNTX icon
907
BioNTech
BNTX
$29.1B
$10.2K ﹤0.01%
100
ICL icon
908
ICL Group
ICL
$7.06B
$10.2K ﹤0.01%
+1,682
UHS icon
909
Universal Health Services
UHS
$12.7B
$10.2K ﹤0.01%
+50
TPYP icon
910
Tortoise North American Pipeline Fund
TPYP
$745M
$10.2K ﹤0.01%
279
IEI icon
911
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$10.2K ﹤0.01%
85
EIM
912
Eaton Vance Municipal Bond Fund
EIM
$506M
$10.1K ﹤0.01%
1,020
MDYG icon
913
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.6B
$9.98K ﹤0.01%
109
XP icon
914
XP
XP
$10.6B
$9.94K ﹤0.01%
+545
ORA icon
915
Ormat Technologies
ORA
$7.78B
$9.67K ﹤0.01%
100
BKLN icon
916
Invesco Senior Loan ETF
BKLN
$7.79B
$9.65K ﹤0.01%
461
MUR icon
917
Murphy Oil
MUR
$4.48B
$9.65K ﹤0.01%
+326
CC icon
918
Chemours
CC
$2.26B
$9.5K ﹤0.01%
600
JHX icon
919
James Hardie Industries
JHX
$13.9B
$9.48K ﹤0.01%
482
+241
NAT icon
920
Nordic American Tanker
NAT
$887M
$9.45K ﹤0.01%
+2,822
PINC
921
DELISTED
Premier
PINC
$9.45K ﹤0.01%
340
SCHH icon
922
Schwab US REIT ETF
SCHH
$8.88B
$9.28K ﹤0.01%
430
FERG icon
923
Ferguson
FERG
$50.5B
$9.24K ﹤0.01%
+41
WAB icon
924
Wabtec
WAB
$39.1B
$9.21K ﹤0.01%
46
+3
BMO icon
925
Bank of Montreal
BMO
$98.7B
$9.13K ﹤0.01%
+70