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
CGUS icon
651
Capital Group Core Equity ETF
CGUS
$7.39B
$16.6K ﹤0.01%
+450
SNY icon
652
Sanofi
SNY
$127B
$16.6K ﹤0.01%
+338
STZ icon
653
Constellation Brands
STZ
$22.5B
$16.6K ﹤0.01%
+101
BF
654
DELISTED
BASF AKTIENGESELLT ADS(RP1 ORD
BF
$16.6K ﹤0.01%
+1,340
ODFL icon
655
Old Dominion Freight Line
ODFL
$27.7B
$16.5K ﹤0.01%
98
+84
FTS icon
656
Fortis
FTS
$26.4B
$16.5K ﹤0.01%
+345
HRL icon
657
Hormel Foods
HRL
$12.5B
$16.4K ﹤0.01%
+535
VLUE icon
658
iShares MSCI USA Value Factor ETF
VLUE
$8.44B
$16.4K ﹤0.01%
145
YUM icon
659
Yum! Brands
YUM
$41.4B
$16.3K ﹤0.01%
109
+89
HLI icon
660
Houlihan Lokey
HLI
$12.6B
$16.3K ﹤0.01%
90
+58
ARGX icon
661
argenx
ARGX
$55.9B
$16.3K ﹤0.01%
+30
KTOS icon
662
Kratos Defense & Security Solutions
KTOS
$12.2B
$16.3K ﹤0.01%
350
AXA
663
DELISTED
AXA ADS (1 ORD SHS)
AXA
$16K ﹤0.01%
+328
USB icon
664
US Bancorp
USB
$73.2B
$15.9K ﹤0.01%
343
+320
MRNA icon
665
Moderna
MRNA
$9.68B
$15.9K ﹤0.01%
554
+254
FXR icon
666
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.79B
$15.8K ﹤0.01%
213
LCII icon
667
LCI Industries
LCII
$2.59B
$15.8K ﹤0.01%
173
KBWY icon
668
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$242M
$15.7K ﹤0.01%
1,000
LVS icon
669
Las Vegas Sands
LVS
$44.2B
$15.7K ﹤0.01%
346
+166
ADC icon
670
Agree Realty
ADC
$8.48B
$15.7K ﹤0.01%
+215
DKS icon
671
Dick's Sporting Goods
DKS
$19.4B
$15.7K ﹤0.01%
+76
NNN icon
672
NNN REIT
NNN
$7.83B
$15.6K ﹤0.01%
+359
NTR icon
673
Nutrien
NTR
$28.7B
$15.6K ﹤0.01%
+267
WBA
674
DELISTED
Walgreens Boots Alliance
WBA
$15.6K ﹤0.01%
1,360
-160
PUK icon
675
Prudential
PUK
$36.3B
$15.5K ﹤0.01%
+627