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
JETS icon
376
US Global Jets ETF
JETS
$755M
$60.3K 0.01%
2,625
APH icon
377
Amphenol
APH
$164B
$60.1K 0.01%
617
+557
ABNB icon
378
Airbnb
ABNB
$74B
$59.6K 0.01%
449
+49
PNQI icon
379
Invesco NASDAQ Internet ETF
PNQI
$779M
$59.5K 0.01%
1,140
SOFI icon
380
SoFi Technologies
SOFI
$33.5B
$58.7K 0.01%
3,300
-250
EXE
381
Expand Energy Corp
EXE
$27.9B
$58.5K 0.01%
500
TM icon
382
Toyota
TM
$266B
$58.5K 0.01%
340
+155
TRV icon
383
Travelers Companies
TRV
$64.1B
$58K 0.01%
217
+65
VEA icon
384
Vanguard FTSE Developed Markets ETF
VEA
$180B
$58K 0.01%
1,017
ATO icon
385
Atmos Energy
ATO
$28.1B
$57.3K 0.01%
372
+72
AZN icon
386
AstraZeneca
AZN
$276B
$57K 0.01%
805
+455
EIS icon
387
iShares MSCI Israel ETF
EIS
$464M
$56.9K 0.01%
600
PZA icon
388
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.26B
$56K 0.01%
+2,500
EA icon
389
Electronic Arts
EA
$50.1B
$55.9K 0.01%
350
-75
SPYV icon
390
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$54.6K 0.01%
1,044
FDL icon
391
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.79B
$54.4K 0.01%
1,300
MNST icon
392
Monster Beverage
MNST
$69.7B
$54.4K 0.01%
865
+227
VEU icon
393
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$54K 0.01%
803
ENPH icon
394
Enphase Energy
ENPH
$3.75B
$53.5K 0.01%
1,350
LITE icon
395
Lumentum
LITE
$16.5B
$53.4K 0.01%
562
JCI icon
396
Johnson Controls International
JCI
$77.7B
$52.7K 0.01%
501
+85
BUD icon
397
AB InBev
BUD
$125B
$52.3K 0.01%
758
+258
GEHC icon
398
GE HealthCare
GEHC
$33.3B
$52.2K 0.01%
702
+86
DWM icon
399
WisdomTree International Equity Fund
DWM
$607M
$51.9K 0.01%
816
ULTA icon
400
Ulta Beauty
ULTA
$23.7B
$51.5K 0.01%
110