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
YEAR icon
926
AB Ultra Short Income ETF
YEAR
$1.49B
$9.12K ﹤0.01%
180
CRH icon
927
CRH
CRH
$79.4B
$9.11K ﹤0.01%
76
VEEV icon
928
Veeva Systems
VEEV
$39.5B
$9.09K ﹤0.01%
31
MTD icon
929
Mettler-Toledo International
MTD
$29.6B
$9.03K ﹤0.01%
+7
PHM icon
930
Pultegroup
PHM
$24.7B
$9.01K ﹤0.01%
67
-150
LDOS icon
931
Leidos
LDOS
$23.9B
$9.01K ﹤0.01%
47
ILMN icon
932
Illumina
ILMN
$19.5B
$9K ﹤0.01%
88
PBR icon
933
Petrobras
PBR
$81.3B
$8.9K ﹤0.01%
+705
SRLN icon
934
State Street Blackstone Senior Loan ETF
SRLN
$6.73B
$8.9K ﹤0.01%
214
STZ icon
935
Constellation Brands
STZ
$24B
$8.81K ﹤0.01%
65
-36
NIE
936
Virtus Equity & Convertible Income Fund
NIE
$708M
$8.79K ﹤0.01%
350
IXN icon
937
iShares Global Tech ETF
IXN
$6.43B
$8.77K ﹤0.01%
85
YORW icon
938
York Water
YORW
$463M
$8.63K ﹤0.01%
+288
SLYV icon
939
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.1B
$8.51K ﹤0.01%
96
OVV icon
940
Ovintiv
OVV
$10.3B
$8.46K ﹤0.01%
209
TXT icon
941
Textron
TXT
$14.5B
$8.46K ﹤0.01%
100
LEA icon
942
Lear
LEA
$5.59B
$8.4K ﹤0.01%
+83
CLX icon
943
Clorox
CLX
$12.9B
$8.36K ﹤0.01%
68
SWK icon
944
Stanley Black & Decker
SWK
$11B
$8.24K ﹤0.01%
+112
LEG icon
945
Leggett & Platt
LEG
$1.57B
$8.22K ﹤0.01%
921
GPC icon
946
Genuine Parts
GPC
$17.9B
$8.18K ﹤0.01%
59
PGX icon
947
Invesco Preferred ETF
PGX
$3.9B
$8.17K ﹤0.01%
704
JHML icon
948
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
$8.15K ﹤0.01%
104
IRM icon
949
Iron Mountain
IRM
$24.5B
$8.08K ﹤0.01%
+79
WK icon
950
Workiva
WK
$5.09B
$8.07K ﹤0.01%
96