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
MXL icon
1076
MaxLinear
MXL
$1.45B
$2.81K ﹤0.01%
175
HYDR icon
1077
Global X Hydrogen ETF
HYDR
$60.8M
$2.76K ﹤0.01%
80
PCOR icon
1078
Procore
PCOR
$11.7B
$2.69K ﹤0.01%
38
ASST icon
1079
Strive Inc
ASST
$889M
$2.5K ﹤0.01%
+1,000
EEMV icon
1080
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$2.49K ﹤0.01%
39
-5
FHB icon
1081
First Hawaiian
FHB
$3.12B
$2.48K ﹤0.01%
100
FOXF icon
1082
Fox Factory Holding Corp
FOXF
$648M
$2.43K ﹤0.01%
100
KW icon
1083
Kennedy-Wilson Holdings
KW
$1.35B
$2.35K ﹤0.01%
283
VNCE icon
1084
Vince Holding Corp
VNCE
$34.5M
$2.34K ﹤0.01%
700
QLTA icon
1085
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.72B
$2.33K ﹤0.01%
48
MTW icon
1086
Manitowoc
MTW
$400M
$2.25K ﹤0.01%
225
TTD icon
1087
Trade Desk
TTD
$19.5B
$2.22K ﹤0.01%
45
QTUM icon
1088
Defiance Quantum ETF
QTUM
$3.01B
$2.1K ﹤0.01%
20
MC icon
1089
Moelis & Co
MC
$4.69B
$2.07K ﹤0.01%
29
DBB icon
1090
Invesco DB Base Metals Fund
DBB
$143M
$2.05K ﹤0.01%
100
WW
1091
WW International
WW
$268M
$2.05K ﹤0.01%
+75
BTBT icon
1092
Bit Digital
BTBT
$748M
$2.02K ﹤0.01%
675
VOD icon
1093
Vodafone
VOD
$29.4B
$1.96K ﹤0.01%
168
SBET icon
1094
SharpLink Gaming
SBET
$2.03B
$1.7K ﹤0.01%
+100
RIO icon
1095
Rio Tinto
RIO
$117B
$1.58K ﹤0.01%
24
AMX icon
1096
America Movil
AMX
$67.7B
$1.57K ﹤0.01%
75
NWL icon
1097
Newell Brands
NWL
$1.56B
$1.57K ﹤0.01%
300
BHM icon
1098
Bluerock Homes Trust
BHM
$38.6M
$1.5K ﹤0.01%
125
DCGO icon
1099
DocGo
DCGO
$94.8M
$1.36K ﹤0.01%
1,000
-1,500
TEAM icon
1100
Atlassian
TEAM
$40.7B
$1.35K ﹤0.01%
9