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
RNA icon
501
Avidity Biosciences
RNA
$10.7B
$29.4K 0.01%
+1,033
ICE icon
502
Intercontinental Exchange
ICE
$86.7B
$29.3K 0.01%
+161
KAI icon
503
Kadant
KAI
$3B
$29.2K 0.01%
92
KORP icon
504
American Century Diversified Corporate Bond ETF
KORP
$591M
$29.2K 0.01%
620
CRUS icon
505
Cirrus Logic
CRUS
$6.09B
$29.1K 0.01%
279
ETHO icon
506
Amplify Etho Climate Leadership US ETF
ETHO
$159M
$29.1K 0.01%
500
-160
BDX icon
507
Becton Dickinson
BDX
$55.3B
$29K 0.01%
167
EPD icon
508
Enterprise Products Partners
EPD
$69.8B
$28.9K 0.01%
931
+100
CHRW icon
509
C.H. Robinson
CHRW
$18.1B
$28.9K 0.01%
301
BKNG icon
510
Booking.com
BKNG
$163B
$28.7K 0.01%
5
+4
SRE icon
511
Sempra
SRE
$60B
$28.5K 0.01%
375
+127
FPEI icon
512
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
$28.5K 0.01%
1,500
WIT icon
513
Wipro
WIT
$27.8B
$28.2K 0.01%
+9,218
ADP icon
514
Automatic Data Processing
ADP
$102B
$27.8K 0.01%
90
+40
VYMI icon
515
Vanguard International High Dividend Yield ETF
VYMI
$12.7B
$27.3K 0.01%
341
ADI icon
516
Analog Devices
ADI
$116B
$27.3K 0.01%
114
+22
D icon
517
Dominion Energy
D
$51.7B
$27K 0.01%
469
+259
HMC icon
518
Honda
HMC
$39B
$27K 0.01%
933
+233
IWS icon
519
iShares Russell Mid-Cap Value ETF
IWS
$14B
$26.8K 0.01%
200
+104
DELL icon
520
Dell
DELL
$89.6B
$26.7K 0.01%
218
+100
BST icon
521
BlackRock Science and Technology Trust
BST
$1.39B
$26.7K 0.01%
700
XLB icon
522
Materials Select Sector SPDR Fund
XLB
$5.36B
$26.6K ﹤0.01%
300
INTU icon
523
Intuit
INTU
$185B
$26.5K ﹤0.01%
34
+21
ACWI icon
524
iShares MSCI ACWI ETF
ACWI
$23.1B
$26.4K ﹤0.01%
205
PDD icon
525
Pinduoduo
PDD
$186B
$26.2K ﹤0.01%
249
+199