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
CHRD icon
951
Chord Energy
CHRD
$5.27B
$8.03K ﹤0.01%
+80
KKR icon
952
KKR & Co
KKR
$109B
$8.03K ﹤0.01%
63
CMRE icon
953
Costamare
CMRE
$1.91B
$7.94K ﹤0.01%
655
IQ icon
954
iQIYI
IQ
$1.95B
$7.94K ﹤0.01%
3,100
TTEK icon
955
Tetra Tech
TTEK
$9.02B
$7.93K ﹤0.01%
+239
TLK icon
956
Telkom Indonesia
TLK
$21.4B
$7.93K ﹤0.01%
+424
NWN icon
957
Northwest Natural Holdings
NWN
$2B
$7.9K ﹤0.01%
+178
HE icon
958
Hawaiian Electric Industries
HE
$1.92B
$7.89K ﹤0.01%
715
AIG icon
959
American International
AIG
$41.5B
$7.85K ﹤0.01%
100
HOLX icon
960
Hologic
HOLX
$16.7B
$7.78K ﹤0.01%
116
EQT icon
961
EQT Corp
EQT
$36.6B
$7.75K ﹤0.01%
138
WOOF icon
962
Petco
WOOF
$879M
$7.74K ﹤0.01%
2,000
BMNR
963
BitMine Immersion Technologies
BMNR
$12.3B
$7.74K ﹤0.01%
+149
AQN icon
964
Algonquin Power & Utilities
AQN
$4.59B
$7.74K ﹤0.01%
+1,355
QSR icon
965
Restaurant Brands International
QSR
$24.6B
$7.67K ﹤0.01%
+116
WDS icon
966
Woodside Energy
WDS
$31.7B
$7.67K ﹤0.01%
+506
SQM icon
967
Sociedad Química y Minera de Chile
SQM
$18.4B
$7.66K ﹤0.01%
+176
MLPA icon
968
Global X MLP ETF
MLPA
$1.81B
$7.65K ﹤0.01%
158
NOK icon
969
Nokia
NOK
$34.3B
$7.63K ﹤0.01%
+1,582
CAG icon
970
Conagra Brands
CAG
$8.24B
$7.58K ﹤0.01%
393
+126
MTN icon
971
Vail Resorts
MTN
$4.99B
$7.58K ﹤0.01%
50
ICFI icon
972
ICF International
ICFI
$1.5B
$7.56K ﹤0.01%
80
HSY icon
973
Hershey
HSY
$37.1B
$7.55K ﹤0.01%
40
SFL icon
974
SFL Corp
SFL
$1.19B
$7.45K ﹤0.01%
989
WY icon
975
Weyerhaeuser
WY
$15.8B
$7.44K ﹤0.01%
300