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
$8.67B
$16.6K ﹤0.01%
+450
SNY icon
652
Sanofi
SNY
$113B
$16.6K ﹤0.01%
+338
STZ icon
653
Constellation Brands
STZ
$27.2B
$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
$36.7B
$16.5K ﹤0.01%
98
+84
FTS icon
656
Fortis
FTS
$26.2B
$16.5K ﹤0.01%
+345
HRL icon
657
Hormel Foods
HRL
$13.3B
$16.4K ﹤0.01%
+535
VLUE icon
658
iShares MSCI USA Value Factor ETF
VLUE
$9.23B
$16.4K ﹤0.01%
145
YUM icon
659
Yum! Brands
YUM
$44.5B
$16.3K ﹤0.01%
109
+89
HLI icon
660
Houlihan Lokey
HLI
$13.3B
$16.3K ﹤0.01%
90
+58
ARGX icon
661
argenx
ARGX
$49.5B
$16.3K ﹤0.01%
+30
KTOS icon
662
Kratos Defense & Security Solutions
KTOS
$22.1B
$16.3K ﹤0.01%
350
AXA
663
DELISTED
AXA ADS (1 ORD SHS)
AXA
$16K ﹤0.01%
+328
USB icon
664
US Bancorp
USB
$84.6B
$15.9K ﹤0.01%
343
+320
MRNA icon
665
Moderna
MRNA
$16.3B
$15.9K ﹤0.01%
554
+254
FXR icon
666
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$808M
$15.8K ﹤0.01%
213
LCII icon
667
LCI Industries
LCII
$3.32B
$15.8K ﹤0.01%
173
KBWY icon
668
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$269M
$15.7K ﹤0.01%
1,000
LVS icon
669
Las Vegas Sands
LVS
$39.9B
$15.7K ﹤0.01%
346
+166
ADC icon
670
Agree Realty
ADC
$8.41B
$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
$8.1B
$15.6K ﹤0.01%
+359
NTR icon
673
Nutrien
NTR
$32.1B
$15.6K ﹤0.01%
+267
WBA
674
DELISTED
Walgreens Boots Alliance
WBA
$15.6K ﹤0.01%
1,360
-160
PUK icon
675
Prudential
PUK
$40.5B
$15.5K ﹤0.01%
+627