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
DIAL icon
351
Columbia Diversified Fixed Income Allocation ETF
DIAL
$390M
$72.8K 0.01%
4,000
DAL icon
352
Delta Air Lines
DAL
$38.1B
$72.7K 0.01%
1,480
+680
ISRG icon
353
Intuitive Surgical
ISRG
$195B
$71.6K 0.01%
133
+124
OXY icon
354
Occidental Petroleum
OXY
$42.1B
$71.3K 0.01%
1,692
+137
PPA icon
355
Invesco Aerospace & Defense ETF
PPA
$6.43B
$70.8K 0.01%
500
JAAA icon
356
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$69.6K 0.01%
+1,372
WM icon
357
Waste Management
WM
$84.3B
$68.6K 0.01%
299
+127
ALB icon
358
Albemarle
ALB
$13.6B
$68.4K 0.01%
1,090
-470
FISV
359
Fiserv Inc
FISV
$34.1B
$67.8K 0.01%
393
+62
WWJD icon
360
Inspire International ETF
WWJD
$396M
$67.1K 0.01%
1,958
IWD icon
361
iShares Russell 1000 Value ETF
IWD
$65B
$66.8K 0.01%
344
INDA icon
362
iShares MSCI India ETF
INDA
$9.6B
$66.6K 0.01%
1,195
ITW icon
363
Illinois Tool Works
ITW
$70.8B
$66.5K 0.01%
265
+122
CIBR icon
364
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$64.7K 0.01%
857
HLT icon
365
Hilton Worldwide
HLT
$62.7B
$64.5K 0.01%
241
+125
TMSL icon
366
T. Rowe Price Small-Mid Cap ETF
TMSL
$918M
$64.5K 0.01%
1,965
+490
ATE
367
DELISTED
Advantest Corp
ATE
$64K 0.01%
+876
MOO icon
368
VanEck Agribusiness ETF
MOO
$599M
$63.8K 0.01%
866
+150
BMRN icon
369
BioMarin Pharmaceuticals
BMRN
$10.5B
$63.8K 0.01%
1,160
CRBN icon
370
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$63.5K 0.01%
300
SCHW icon
371
Charles Schwab
SCHW
$168B
$62.8K 0.01%
689
+339
TT icon
372
Trane Technologies
TT
$92.7B
$61.7K 0.01%
142
+98
IWF icon
373
iShares Russell 1000 Growth ETF
IWF
$123B
$61.6K 0.01%
145
PBJ icon
374
Invesco Food & Beverage ETF
PBJ
$101M
$61.4K 0.01%
1,296
IVW icon
375
iShares S&P 500 Growth ETF
IVW
$66.2B
$61.1K 0.01%
555