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
DDD icon
1126
3D Systems Corp
DDD
$265M
$284 ﹤0.01%
98
NWSA icon
1127
News Corp Class A
NWSA
$14.2B
$276 ﹤0.01%
9
OBE
1128
Obsidian Energy
OBE
$408M
$275 ﹤0.01%
42
LUMN icon
1129
Lumen
LUMN
$9.29B
$257 ﹤0.01%
42
LAZR icon
1130
Luminar Technologies
LAZR
$68.3M
$213 ﹤0.01%
112
+66
RIV.RT
1131
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
$162 ﹤0.01%
+20,001
BHF icon
1132
Brighthouse Financial
BHF
$3.74B
$159 ﹤0.01%
+3
CYBN
1133
Cybin
CYBN
$278M
$153 ﹤0.01%
26
CGC
1134
Canopy Growth
CGC
$394M
$131 ﹤0.01%
90
QNCX icon
1135
Quince Therapeutics
QNCX
$182M
$122 ﹤0.01%
75
AOUT icon
1136
American Outdoor Brands
AOUT
$85.9M
$69 ﹤0.01%
8
WFRD icon
1137
Weatherford International
WFRD
$5.36B
$68 ﹤0.01%
1
SILO icon
1138
Silo Pharma
SILO
$6.06M
$65 ﹤0.01%
94
NBR icon
1139
Nabors Industries
NBR
$743M
$41 ﹤0.01%
1
KD icon
1140
Kyndryl
KD
$5.89B
$30 ﹤0.01%
1
UTF.RT
1141
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$18 ﹤0.01%
+225
MGLD icon
1142
Marygold Companies
MGLD
$45.7M
$7 ﹤0.01%
7
VAL.WS icon
1143
Valaris Ltd Warrants
VAL.WS
$173M
$6 ﹤0.01%
2
TTNP
1144
DELISTED
Titan Pharmaceuticals
TTNP
$5 ﹤0.01%
1
BNBX
1145
BNB Plus Corp
BNBX
$11.7M
$4 ﹤0.01%
1
AAL icon
1146
American Airlines Group
AAL
$9.36B
-744
ACHR icon
1147
Archer Aviation
ACHR
$5.71B
-100
AGL icon
1148
Agilon Health
AGL
$270M
-3,404
ALSN icon
1149
Allison Transmission
ALSN
$7.44B
-100
ANSS
1150
DELISTED
Ansys
ANSS
-41