WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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

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
MXL icon
1076
MaxLinear
MXL
$1.67B
$2.81K ﹤0.01%
175
HYDR icon
1077
Global X Hydrogen ETF
HYDR
$63.7M
$2.76K ﹤0.01%
80
PCOR icon
1078
Procore
PCOR
$9.67B
$2.69K ﹤0.01%
38
ASST icon
1079
Strive Inc
ASST
$999M
$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
$3.34B
$2.48K ﹤0.01%
100
FOXF icon
1082
Fox Factory Holding Corp
FOXF
$787M
$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
$35.9M
$2.34K ﹤0.01%
700
QLTA icon
1085
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$2.33K ﹤0.01%
48
MTW icon
1086
Manitowoc
MTW
$450M
$2.25K ﹤0.01%
225
TTD icon
1087
Trade Desk
TTD
$15.4B
$2.22K ﹤0.01%
45
QTUM icon
1088
Defiance Quantum ETF
QTUM
$3.7B
$2.1K ﹤0.01%
20
MC icon
1089
Moelis & Co
MC
$5.39B
$2.07K ﹤0.01%
29
DBB icon
1090
Invesco DB Base Metals Fund
DBB
$259M
$2.05K ﹤0.01%
100
WW
1091
WW International
WW
$212M
$2.05K ﹤0.01%
+75
BTBT icon
1092
Bit Digital
BTBT
$699M
$2.02K ﹤0.01%
675
VOD icon
1093
Vodafone
VOD
$34.1B
$1.96K ﹤0.01%
168
SBET icon
1094
SharpLink Gaming
SBET
$1.96B
$1.7K ﹤0.01%
+100
RIO icon
1095
Rio Tinto
RIO
$186B
$1.58K ﹤0.01%
24
AMX icon
1096
America Movil
AMX
$65B
$1.57K ﹤0.01%
75
NWL icon
1097
Newell Brands
NWL
$1.81B
$1.57K ﹤0.01%
300
BHM icon
1098
Bluerock Homes Trust
BHM
$36.8M
$1.5K ﹤0.01%
125
DCGO icon
1099
DocGo
DCGO
$80.6M
$1.36K ﹤0.01%
1,000
-1,500
TEAM icon
1100
Atlassian
TEAM
$35.5B
$1.35K ﹤0.01%
9