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
ECL icon
576
Ecolab
ECL
$73.2B
$21.6K ﹤0.01%
80
TAN icon
577
Invesco Solar ETF
TAN
$868M
$21.5K ﹤0.01%
628
+150
PINS icon
578
Pinterest
PINS
$18B
$21.5K ﹤0.01%
600
BWA icon
579
BorgWarner
BWA
$9.58B
$21.4K ﹤0.01%
640
DOV icon
580
Dover
DOV
$25.1B
$21.2K ﹤0.01%
+114
PCAR icon
581
PACCAR
PCAR
$50.2B
$21.2K ﹤0.01%
+216
VRNS icon
582
Varonis Systems
VRNS
$3.97B
$21.1K ﹤0.01%
+422
RSG icon
583
Republic Services
RSG
$64.9B
$21K ﹤0.01%
+86
MMM icon
584
3M
MMM
$89B
$21K ﹤0.01%
137
+106
Z icon
585
Zillow
Z
$16.7B
$21K ﹤0.01%
300
ABG icon
586
Asbury Automotive
ABG
$4.32B
$21K ﹤0.01%
88
TXNM
587
TXNM Energy Inc
TXNM
$6.3B
$21K ﹤0.01%
+371
UI icon
588
Ubiquiti
UI
$33.8B
$20.9K ﹤0.01%
+51
IDXX icon
589
Idexx Laboratories
IDXX
$55.1B
$20.6K ﹤0.01%
+38
FBIN icon
590
Fortune Brands Innovations
FBIN
$5.77B
$20.6K ﹤0.01%
400
AME icon
591
Ametek
AME
$44.5B
$20.5K ﹤0.01%
+112
PEY icon
592
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
$20.4K ﹤0.01%
1,000
SPLV icon
593
Invesco S&P 500 Low Volatility ETF
SPLV
$7.75B
$20.3K ﹤0.01%
279
UAL icon
594
United Airlines
UAL
$30.8B
$20.3K ﹤0.01%
254
+99
CHWY icon
595
Chewy
CHWY
$13.9B
$20.2K ﹤0.01%
475
SLYG icon
596
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.48B
$20.2K ﹤0.01%
228
SCHX icon
597
Schwab US Large- Cap ETF
SCHX
$61.3B
$20.1K ﹤0.01%
823
-171
INFY icon
598
Infosys
INFY
$69B
$19.9K ﹤0.01%
+1,054
IR icon
599
Ingersoll Rand
IR
$29.8B
$19.8K ﹤0.01%
+232
COOP
600
DELISTED
Mr. Cooper
COOP
$19.8K ﹤0.01%
+130