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
IJK icon
526
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.1B
$26.2K ﹤0.01%
288
BK icon
527
Bank of New York Mellon
BK
$77B
$26.2K ﹤0.01%
288
+127
DLR icon
528
Digital Realty Trust
DLR
$54.3B
$26.2K ﹤0.01%
151
+51
KHC icon
529
Kraft Heinz
KHC
$29.4B
$26.1K ﹤0.01%
1,003
+224
LNG icon
530
Cheniere Energy
LNG
$46.3B
$25.9K ﹤0.01%
109
+90
IFX
531
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$25.9K ﹤0.01%
+617
IP icon
532
International Paper
IP
$19.7B
$25.9K ﹤0.01%
544
+144
FICO icon
533
Fair Isaac
FICO
$41.3B
$25.8K ﹤0.01%
+14
CL icon
534
Colgate-Palmolive
CL
$62.9B
$25.8K ﹤0.01%
282
+130
BUI icon
535
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$599M
$25.8K ﹤0.01%
1,000
BP icon
536
BP
BP
$93.4B
$25.6K ﹤0.01%
841
-970
EQIX icon
537
Equinix
EQIX
$77.1B
$25.5K ﹤0.01%
32
+21
WF icon
538
Woori Financial
WF
$13.6B
$25.4K ﹤0.01%
+512
CTSH icon
539
Cognizant
CTSH
$35B
$25.3K ﹤0.01%
324
XPO icon
540
XPO
XPO
$15.7B
$25.3K ﹤0.01%
200
XOP icon
541
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.91B
$25.2K ﹤0.01%
200
NULG icon
542
Nuveen ESG Large-Cap Growth ETF
NULG
$1.76B
$24.9K ﹤0.01%
265
SHEL icon
543
Shell
SHEL
$217B
$24.8K ﹤0.01%
+348
KALU icon
544
Kaiser Aluminum
KALU
$1.48B
$24.8K ﹤0.01%
309
+3
VOOG icon
545
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$24.7K ﹤0.01%
62
ARKK icon
546
ARK Innovation ETF
ARKK
$8.03B
$24.6K ﹤0.01%
352
-103
BCPC
547
Balchem Corp
BCPC
$5.08B
$24.5K ﹤0.01%
154
SYY icon
548
Sysco
SYY
$35.8B
$24.5K ﹤0.01%
321
+82
RUSHB icon
549
Rush Enterprises Class B
RUSHB
$3.81B
$24.4K ﹤0.01%
464
AAON icon
550
Aaon
AAON
$7.68B
$24.3K ﹤0.01%
330