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
SYFI
426
AB Short Duration High Yield ETF
SYFI
$825M
$41.8K 0.01%
1,164
SPGI icon
427
S&P Global
SPGI
$150B
$41.8K 0.01%
79
+67
CELH icon
428
Celsius Holdings
CELH
$11B
$41.6K 0.01%
900
KMB icon
429
Kimberly-Clark
KMB
$34.5B
$41.3K 0.01%
316
+216
ROP icon
430
Roper Technologies
ROP
$48.4B
$41.2K 0.01%
72
+51
MAR icon
431
Marriott International
MAR
$76.7B
$41.2K 0.01%
149
+99
VV icon
432
Vanguard Large-Cap ETF
VV
$46.5B
$40.8K 0.01%
143
TMO icon
433
Thermo Fisher Scientific
TMO
$217B
$40.8K 0.01%
97
+61
IHI icon
434
iShares US Medical Devices ETF
IHI
$4.38B
$40.7K 0.01%
650
SVAL icon
435
iShares US Small Cap Value Factor ETF
SVAL
$141M
$40.4K 0.01%
1,300
BTT icon
436
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$40.1K 0.01%
1,834
DVY icon
437
iShares Select Dividend ETF
DVY
$20.7B
$39.8K 0.01%
300
NUE icon
438
Nucor
NUE
$33.8B
$39.8K 0.01%
300
VCSH icon
439
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$39.6K 0.01%
500
-803
JBL icon
440
Jabil
JBL
$21.6B
$38.9K 0.01%
180
+159
IBN icon
441
ICICI Bank
IBN
$111B
$38.8K 0.01%
+1,154
EFAV icon
442
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$38.5K 0.01%
458
+108
SLF icon
443
Sun Life Financial
SLF
$33B
$38.4K 0.01%
578
+223
UBS icon
444
UBS Group
UBS
$122B
$38.4K 0.01%
1,137
+958
XLC icon
445
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
$38.4K 0.01%
356
CMI icon
446
Cummins
CMI
$63.9B
$38K 0.01%
116
+16
BLK icon
447
Blackrock
BLK
$164B
$37.9K 0.01%
36
BBSI icon
448
Barrett Business Services
BBSI
$912M
$37.8K 0.01%
907
BYND icon
449
Beyond Meat
BYND
$490M
$37.7K 0.01%
10,800
+1,000
HOPE icon
450
Hope Bancorp
HOPE
$1.32B
$37.6K 0.01%
3,500