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
$539M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$904K
2 +$873K
3 +$719K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$646K

Sector Composition

1 Technology 18.35%
2 Healthcare 7.47%
3 Industrials 7.01%
4 Communication Services 5.41%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHO icon
301
Invesco Water Resources ETF
PHO
$2.22B
$106K 0.02%
1,515
IJS icon
302
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$105K 0.02%
1,058
-368
PLTR icon
303
Palantir
PLTR
$415B
$105K 0.02%
794
+394
BSX icon
304
Boston Scientific
BSX
$152B
$104K 0.02%
976
+351
PTLC icon
305
Pacer Trendpilot US Large Cap ETF
PTLC
$3.47B
$102K 0.02%
2,013
EW icon
306
Edwards Lifesciences
EW
$50.1B
$101K 0.02%
1,296
+96
VAW icon
307
Vanguard Materials ETF
VAW
$2.69B
$101K 0.02%
518
+1
PWR icon
308
Quanta Services
PWR
$64B
$100K 0.02%
266
+25
LULU icon
309
lululemon athletica
LULU
$20.2B
$100K 0.02%
420
+56
MSTR icon
310
Strategy Inc
MSTR
$57.4B
$98.6K 0.02%
247
+41
NULC icon
311
Nuveen ESG Large-Cap ETF
NULC
$51.9M
$98K 0.02%
2,000
+200
UPS icon
312
United Parcel Service
UPS
$81.4B
$97.3K 0.02%
960
+124
DD icon
313
DuPont de Nemours
DD
$16.6B
$97.3K 0.02%
1,419
HON icon
314
Honeywell
HON
$126B
$97.3K 0.02%
415
+55
PAVE icon
315
Global X US Infrastructure Development ETF
PAVE
$9.46B
$96.1K 0.02%
2,205
CFA icon
316
VictoryShares US 500 Volatility Wtd ETF
CFA
$529M
$94.7K 0.02%
1,077
-1,711
AFRM icon
317
Affirm
AFRM
$23.3B
$93.2K 0.02%
1,351
TJX icon
318
TJX Companies
TJX
$163B
$92.7K 0.02%
745
+314
TMUS icon
319
T-Mobile US
TMUS
$242B
$91.5K 0.02%
381
+138
UNP icon
320
Union Pacific
UNP
$132B
$89.2K 0.02%
385
+120
UL icon
321
Unilever
UL
$145B
$88.5K 0.02%
1,445
+322
LEN icon
322
Lennar Class A
LEN
$30.9B
$88.5K 0.02%
800
EVRG icon
323
Evergy
EVRG
$17.6B
$88.2K 0.02%
1,279
+105
IWM icon
324
iShares Russell 2000 ETF
IWM
$68.2B
$86.3K 0.02%
400
WFC icon
325
Wells Fargo
WFC
$267B
$84.3K 0.02%
1,040
+740