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
CHRD icon
951
Chord Energy
CHRD
$7.02B
$8.03K ﹤0.01%
+80
KKR icon
952
KKR & Co
KKR
$76.6B
$8.03K ﹤0.01%
63
CMRE icon
953
Costamare
CMRE
$1.94B
$7.94K ﹤0.01%
655
IQ icon
954
iQIYI
IQ
$1.26B
$7.94K ﹤0.01%
3,100
TTEK icon
955
Tetra Tech
TTEK
$8.39B
$7.93K ﹤0.01%
+239
TLK icon
956
Telkom Indonesia
TLK
$17.6B
$7.93K ﹤0.01%
+424
NWN icon
957
Northwest Natural Holdings
NWN
$2.18B
$7.9K ﹤0.01%
+178
HE icon
958
Hawaiian Electric Industries
HE
$2.53B
$7.89K ﹤0.01%
715
AIG icon
959
American International
AIG
$41.2B
$7.85K ﹤0.01%
100
HOLX icon
960
Hologic
HOLX
$16.8B
$7.78K ﹤0.01%
116
EQT icon
961
EQT Corp
EQT
$40.2B
$7.75K ﹤0.01%
138
WOOF icon
962
Petco
WOOF
$1.02B
$7.74K ﹤0.01%
2,000
BMNR
963
BitMine Immersion Technologies
BMNR
$9.34B
$7.74K ﹤0.01%
+149
AQN icon
964
Algonquin Power & Utilities
AQN
$4.86B
$7.74K ﹤0.01%
+1,355
QSR icon
965
Restaurant Brands International
QSR
$25.2B
$7.67K ﹤0.01%
+116
WDS icon
966
Woodside Energy
WDS
$42.2B
$7.67K ﹤0.01%
+506
SQM icon
967
Sociedad Química y Minera de Chile
SQM
$21.3B
$7.66K ﹤0.01%
+176
MLPA icon
968
Global X MLP ETF
MLPA
$2.14B
$7.65K ﹤0.01%
158
NOK icon
969
Nokia
NOK
$46B
$7.63K ﹤0.01%
+1,582
CAG icon
970
Conagra Brands
CAG
$7.85B
$7.58K ﹤0.01%
393
+126
MTN icon
971
Vail Resorts
MTN
$4.71B
$7.58K ﹤0.01%
50
ICFI icon
972
ICF International
ICFI
$1.28B
$7.56K ﹤0.01%
80
HSY icon
973
Hershey
HSY
$44B
$7.55K ﹤0.01%
40
SFL icon
974
SFL Corp
SFL
$1.31B
$7.45K ﹤0.01%
989
WY icon
975
Weyerhaeuser
WY
$16.9B
$7.44K ﹤0.01%
300