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
TKC icon
976
Turkcell
TKC
$5.01B
$7.43K ﹤0.01%
+1,214
HLN icon
977
Haleon
HLN
$43.1B
$7.37K ﹤0.01%
+818
SCHO icon
978
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$7.37K ﹤0.01%
302
CEF icon
979
Sprott Physical Gold and Silver Trust
CEF
$8.14B
$7.34K ﹤0.01%
200
FND icon
980
Floor & Decor
FND
$6.94B
$7.33K ﹤0.01%
+100
MTH icon
981
Meritage Homes
MTH
$5.15B
$7.28K ﹤0.01%
99
CMCO icon
982
Columbus McKinnon
CMCO
$471M
$7.24K ﹤0.01%
489
EXC icon
983
Exelon
EXC
$45.4B
$7.21K ﹤0.01%
+160
SMR icon
984
NuScale Power
SMR
$5.35B
$7.2K ﹤0.01%
200
POOL icon
985
Pool Corp
POOL
$9.12B
$7.11K ﹤0.01%
23
DGX icon
986
Quest Diagnostics
DGX
$20.3B
$7.1K ﹤0.01%
39
BOTZ icon
987
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$7.09K ﹤0.01%
200
DG icon
988
Dollar General
DG
$24.2B
$7.08K ﹤0.01%
71
NOG icon
989
Northern Oil and Gas
NOG
$2.22B
$7.08K ﹤0.01%
287
FOXA icon
990
Fox Class A
FOXA
$29.4B
$7K ﹤0.01%
111
REYN icon
991
Reynolds Consumer Products
REYN
$5.11B
$7K ﹤0.01%
285
CRON
992
Cronos Group
CRON
$942M
$6.99K ﹤0.01%
2,600
-1,000
BCE icon
993
BCE
BCE
$21.8B
$6.97K ﹤0.01%
+297
TAP icon
994
Molson Coors Class B
TAP
$9.19B
$6.96K ﹤0.01%
153
-95
JHMM icon
995
John Hancock Multifactor Mid Cap ETF
JHMM
$4.52B
$6.92K ﹤0.01%
107
GLPI icon
996
Gaming and Leisure Properties
GLPI
$12.2B
$6.88K ﹤0.01%
146
BAH icon
997
Booz Allen Hamilton
BAH
$9.9B
$6.87K ﹤0.01%
+67
CDW icon
998
CDW
CDW
$18.8B
$6.84K ﹤0.01%
+43
SYNA icon
999
Synaptics
SYNA
$2.76B
$6.77K ﹤0.01%
99
WD icon
1000
Walker & Dunlop
WD
$2.16B
$6.76K ﹤0.01%
80