WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$805K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$2.33M
3 +$1.59M
4
ADBE icon
Adobe
ADBE
+$978K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$806K

Sector Composition

1 Technology 18.88%
2 Healthcare 7.77%
3 Industrials 7.22%
4 Communication Services 6.19%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
G icon
576
Genpact
G
$4.91B
$31.9K 0.01%
694
+16
PAAS icon
577
Pan American Silver
PAAS
$25.7B
$31.8K 0.01%
614
SYF icon
578
Synchrony
SYF
$24B
$31.6K 0.01%
374
+16
AXA
579
DELISTED
AXA ADS (1 ORD SHS)
AXA
$31.6K 0.01%
656
ODFL icon
580
Old Dominion Freight Line
ODFL
$41.3B
$31.2K 0.01%
196
CF icon
581
CF Industries
CF
$18.9B
$31.2K 0.01%
389
XMHQ icon
582
Invesco S&P MidCap Quality ETF
XMHQ
$5.27B
$31.2K 0.01%
300
PBA icon
583
Pembina Pipeline
PBA
$28.3B
$31.2K 0.01%
808
ADC icon
584
Agree Realty
ADC
$9.04B
$31K 0.01%
430
DOCS icon
585
Doximity
DOCS
$3.33B
$31K 0.01%
700
-122
MS icon
586
Morgan Stanley
MS
$307B
$31K 0.01%
171
+25
TAN icon
587
Invesco Solar ETF
TAN
$1.81B
$30.9K ﹤0.01%
628
EFAV icon
588
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.37B
$30.9K ﹤0.01%
358
YUM icon
589
Yum! Brands
YUM
$41.5B
$30.9K ﹤0.01%
205
+7
NDAQ icon
590
Nasdaq
NDAQ
$51.4B
$30.7K ﹤0.01%
318
HUBS icon
591
HubSpot
HUBS
$9.4B
$30.7K ﹤0.01%
80
+6
VYMI icon
592
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$30.7K ﹤0.01%
341
UAL icon
593
United Airlines
UAL
$31.2B
$30.6K ﹤0.01%
273
+19
DKS icon
594
Dick's Sporting Goods
DKS
$19.8B
$30.4K ﹤0.01%
152
AMT icon
595
American Tower
AMT
$79.4B
$30.4K ﹤0.01%
174
+5
OTIS icon
596
Otis Worldwide
OTIS
$28B
$30.3K ﹤0.01%
343
+7
CNS icon
597
Cohen & Steers
CNS
$3.73B
$30.2K ﹤0.01%
478
-51
SBSW icon
598
Sibanye-Stillwater
SBSW
$9.31B
$30.1K ﹤0.01%
2,080
PAYX icon
599
Paychex
PAYX
$31.8B
$30K ﹤0.01%
271
+8
DHI icon
600
D.R. Horton
DHI
$39.5B
$30K ﹤0.01%
206