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
HTAB icon
451
Hartford Schroders Tax-Aware Bond ETF
HTAB
$351M
$37.4K 0.01%
2,000
TSCO icon
452
Tractor Supply
TSCO
$29.3B
$37K 0.01%
697
+132
XAR icon
453
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.63B
$36.9K 0.01%
175
SIG icon
454
Signet Jewelers
SIG
$4.14B
$36.6K 0.01%
460
SONY icon
455
Sony
SONY
$180B
$36.4K 0.01%
+1,430
AYI icon
456
Acuity Brands
AYI
$10.7B
$36.1K 0.01%
121
CARR icon
457
Carrier Global
CARR
$45.6B
$36.1K 0.01%
487
+387
CF icon
458
CF Industries
CF
$13.3B
$36K 0.01%
389
+89
RDY icon
459
Dr. Reddy's Laboratories
RDY
$11.6B
$35.2K 0.01%
+2,359
VDE icon
460
Vanguard Energy ETF
VDE
$7.5B
$35K 0.01%
293
+151
WES icon
461
Western Midstream Partners
WES
$15.8B
$34.8K 0.01%
900
VNM icon
462
VanEck Vietnam ETF
VNM
$573M
$34.4K 0.01%
2,500
+1,000
PGR icon
463
Progressive
PGR
$132B
$34.4K 0.01%
130
+117
DFP
464
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$441M
$34.2K 0.01%
1,667
TRI icon
465
Thomson Reuters
TRI
$62.8B
$34.1K 0.01%
+169
CME icon
466
CME Group
CME
$103B
$33.9K 0.01%
123
+63
ALLY icon
467
Ally Financial
ALLY
$12.1B
$33.7K 0.01%
837
+451
CCD
468
Calamos Dynamic Convertible & Income Fund
CCD
$561M
$33.6K 0.01%
1,667
CHT icon
469
Chunghwa Telecom
CHT
$32.9B
$33.5K 0.01%
+719
IGPT icon
470
Invesco AI and Next Gen Software ETF
IGPT
$600M
$33.4K 0.01%
+680
ABB
471
DELISTED
ABB Ltd
ABB
$33.2K 0.01%
+562
FXL icon
472
First Trust Technology AlphaDEX Fund
FXL
$1.4B
$32.9K 0.01%
209
BMN icon
473
BlackRock 2037 Municipal Target Term Trust
BMN
$152M
$32.8K 0.01%
1,334
CNS icon
474
Cohen & Steers
CNS
$3.3B
$32.6K 0.01%
432
+97
IDU icon
475
iShares US Utilities ETF
IDU
$1.65B
$32.4K 0.01%
310