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
VONG icon
476
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
$32.2K 0.01%
295
GWRE icon
477
Guidewire Software
GWRE
$18.9B
$32.1K 0.01%
+139
MRVL icon
478
Marvell Technology
MRVL
$74.5B
$32.1K 0.01%
416
+160
CSQ icon
479
Calamos Strategic Total Return Fund
CSQ
$2.98B
$32K 0.01%
1,754
SCCO icon
480
Southern Copper
SCCO
$107B
$32K 0.01%
+317
VSS icon
481
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$32K 0.01%
238
KB icon
482
KB Financial Group
KB
$32.2B
$31.9K 0.01%
+385
SPMD icon
483
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$31.8K 0.01%
585
DORM icon
484
Dorman Products
DORM
$4.03B
$31.8K 0.01%
259
SURE icon
485
AdvisorShares Insider Advantage ETF
SURE
$48.3M
$31.4K 0.01%
267
PAYX icon
486
Paychex
PAYX
$40.3B
$31.2K 0.01%
214
+49
TXN icon
487
Texas Instruments
TXN
$145B
$31.1K 0.01%
150
AMP icon
488
Ameriprise Financial
AMP
$42.6B
$31K 0.01%
58
HSBC icon
489
HSBC
HSBC
$249B
$30.7K 0.01%
+510
DRI icon
490
Darden Restaurants
DRI
$20.2B
$30.3K 0.01%
138
+38
MMC icon
491
Marsh & McLennan
MMC
$89.6B
$30.3K 0.01%
139
+109
SAN icon
492
Banco Santander
SAN
$159B
$30.1K 0.01%
+3,644
APD icon
493
Air Products & Chemicals
APD
$57.7B
$29.9K 0.01%
105
+73
DXCM icon
494
DexCom
DXCM
$22.6B
$29.8K 0.01%
351
+101
XMHQ icon
495
Invesco S&P MidCap Quality ETF
XMHQ
$5.25B
$29.8K 0.01%
300
NVS icon
496
Novartis
NVS
$252B
$29.8K 0.01%
+242
SIMO icon
497
Silicon Motion
SIMO
$2.95B
$29.7K 0.01%
395
PPG icon
498
PPG Industries
PPG
$21.8B
$29.6K 0.01%
260
+2
CTAS icon
499
Cintas
CTAS
$75B
$29.6K 0.01%
132
+40
CP icon
500
Canadian Pacific Kansas City
CP
$63.7B
$29.5K 0.01%
370
+92