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
ORAN
626
DELISTED
Orange
ORAN
$17.6K ﹤0.01%
+1,133
KR icon
627
Kroger
KR
$44.2B
$17.5K ﹤0.01%
+245
PAAS icon
628
Pan American Silver
PAAS
$16.3B
$17.4K ﹤0.01%
614
TD icon
629
Toronto Dominion Bank
TD
$139B
$17.4K ﹤0.01%
+235
GBTC icon
630
Grayscale Bitcoin Trust
GBTC
$37.7B
$17.4K ﹤0.01%
205
IMOS
631
ChipMOS TECHNOLOGIES
IMOS
$1.07B
$17.4K ﹤0.01%
+959
ARES icon
632
Ares Management
ARES
$32.3B
$17.3K ﹤0.01%
100
AFL icon
633
Aflac
AFL
$59.9B
$17.1K ﹤0.01%
+162
IMO icon
634
Imperial Oil
IMO
$49.2B
$17.1K ﹤0.01%
+213
VOX icon
635
Vanguard Communication Services ETF
VOX
$5.54B
$17.1K ﹤0.01%
100
L icon
636
Loews
L
$21.6B
$17.1K ﹤0.01%
+185
THC icon
637
Tenet Healthcare
THC
$17B
$17K ﹤0.01%
+96
DB icon
638
Deutsche Bank
DB
$71.1B
$17K ﹤0.01%
+593
HUBG icon
639
HUB Group
HUBG
$2.17B
$17K ﹤0.01%
509
NEM icon
640
Newmont
NEM
$95.8B
$17K ﹤0.01%
289
+204
EXPO icon
641
Exponent
EXPO
$3.49B
$17K ﹤0.01%
227
VNO icon
642
Vornado Realty Trust
VNO
$6.62B
$16.9K ﹤0.01%
+443
FIGS icon
643
FIGS
FIGS
$1.52B
$16.9K ﹤0.01%
3,000
RMD icon
644
ResMed
RMD
$35.7B
$16.9K ﹤0.01%
66
-153
NGG icon
645
National Grid
NGG
$76.8B
$16.9K ﹤0.01%
+227
OTIS icon
646
Otis Worldwide
OTIS
$34.6B
$16.9K ﹤0.01%
+168
VMBS icon
647
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$16.8K ﹤0.01%
363
FXO icon
648
First Trust Financials AlphaDEX Fund
FXO
$2.2B
$16.8K ﹤0.01%
300
IOSP icon
649
Innospec
IOSP
$1.84B
$16.7K ﹤0.01%
199
VOE icon
650
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$16.7K ﹤0.01%
100
+24