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
MTB icon
551
M&T Bank
MTB
$28.7B
$24.1K ﹤0.01%
123
+76
ISPY icon
552
ProShares S&P 500 High Income ETF
ISPY
$996M
$23.6K ﹤0.01%
556
+125
GME icon
553
GameStop
GME
$9.25B
$23.4K ﹤0.01%
990
WYNN icon
554
Wynn Resorts
WYNN
$12.6B
$23.3K ﹤0.01%
241
+91
DHR icon
555
Danaher
DHR
$156B
$23.3K ﹤0.01%
+116
PHM icon
556
Pultegroup
PHM
$23.1B
$23.2K ﹤0.01%
217
+67
OEF icon
557
iShares S&P 100 ETF
OEF
$27.4B
$23.1K ﹤0.01%
76
RPG icon
558
Invesco S&P 500 Pure Growth ETF
RPG
$1.67B
$23.1K ﹤0.01%
505
MBB icon
559
iShares MBS ETF
MBB
$41.4B
$23.1K ﹤0.01%
246
LIT icon
560
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$23K ﹤0.01%
600
JEF icon
561
Jefferies Financial Group
JEF
$11.4B
$23K ﹤0.01%
421
NCLH icon
562
Norwegian Cruise Line
NCLH
$8.33B
$23K ﹤0.01%
1,102
+902
FTNT icon
563
Fortinet
FTNT
$61.2B
$22.9K ﹤0.01%
+224
HUBS icon
564
HubSpot
HUBS
$20.8B
$22.9K ﹤0.01%
41
+33
ABR icon
565
Arbor Realty Trust
ABR
$1.72B
$22.9K ﹤0.01%
2,100
EXPE icon
566
Expedia Group
EXPE
$32.4B
$22.6K ﹤0.01%
132
+57
SDIV icon
567
Global X SuperDividend ETF
SDIV
$1.01B
$22.6K ﹤0.01%
1,000
IYM icon
568
iShares US Basic Materials ETF
IYM
$550M
$22.4K ﹤0.01%
160
FXH icon
569
First Trust Health Care AlphaDEX Fund
FXH
$938M
$22.4K ﹤0.01%
216
ZBH icon
570
Zimmer Biomet
ZBH
$17.8B
$22.3K ﹤0.01%
245
+100
NTES icon
571
NetEase
NTES
$88.7B
$22.2K ﹤0.01%
+165
ROST icon
572
Ross Stores
ROST
$52.2B
$22K ﹤0.01%
+169
OKTA icon
573
Okta
OKTA
$14.8B
$21.9K ﹤0.01%
222
+193
AJG icon
574
Arthur J. Gallagher & Co
AJG
$66.4B
$21.7K ﹤0.01%
+68
EHC icon
575
Encompass Health
EHC
$11.4B
$21.6K ﹤0.01%
178
+101