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
IDEV icon
601
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$19.8K ﹤0.01%
260
MSCI icon
602
MSCI
MSCI
$42.5B
$19.8K ﹤0.01%
+34
TSN icon
603
Tyson Foods
TSN
$19.1B
$19.7K ﹤0.01%
348
+117
GSK icon
604
GSK
GSK
$94.8B
$19.4K ﹤0.01%
+499
ILCB icon
605
iShares Morningstar US Equity ETF
ILCB
$1.15B
$19.4K ﹤0.01%
226
+1
WRB icon
606
W.R. Berkley
WRB
$29.3B
$19.2K ﹤0.01%
+264
BLDR icon
607
Builders FirstSource
BLDR
$11.4B
$19K ﹤0.01%
150
ZTS icon
608
Zoetis
ZTS
$53.2B
$18.9K ﹤0.01%
+119
VBR icon
609
Vanguard Small-Cap Value ETF
VBR
$30.9B
$18.9K ﹤0.01%
97
NAB
610
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$18.7K ﹤0.01%
+1,420
MITSY
611
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$18.7K ﹤0.01%
+46
TDF
612
Templeton Dragon Fund
TDF
$290M
$18.6K ﹤0.01%
1,865
AMT icon
613
American Tower
AMT
$85.9B
$18.6K ﹤0.01%
83
+65
HCI icon
614
HCI Group
HCI
$2.33B
$18.5K ﹤0.01%
+126
IWR icon
615
iShares Russell Mid-Cap ETF
IWR
$44B
$18.4K ﹤0.01%
200
FXI icon
616
iShares China Large-Cap ETF
FXI
$6.85B
$18.4K ﹤0.01%
+500
BTI icon
617
British American Tobacco
BTI
$118B
$18.3K ﹤0.01%
+391
MMS icon
618
Maximus
MMS
$4.5B
$18.3K ﹤0.01%
260
SLV icon
619
iShares Silver Trust
SLV
$24.7B
$18.2K ﹤0.01%
556
IFF icon
620
International Flavors & Fragrances
IFF
$16.9B
$18.2K ﹤0.01%
245
+87
ESE icon
621
ESCO Technologies
ESE
$5.69B
$17.9K ﹤0.01%
+94
LHX icon
622
L3Harris
LHX
$54.1B
$17.9K ﹤0.01%
+71
SI
623
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$17.7K ﹤0.01%
+139
ORLY icon
624
O'Reilly Automotive
ORLY
$83.4B
$17.6K ﹤0.01%
+195
BBVA icon
625
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$17.6K ﹤0.01%
+1,158