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
VTR icon
651
Ventas
VTR
$43.7B
$25.4K ﹤0.01%
328
KLAC icon
652
KLA
KLAC
$247B
$25.3K ﹤0.01%
20
+3
SNDR icon
653
Schneider National
SNDR
$5.82B
$25.3K ﹤0.01%
938
MCHP icon
654
Microchip Technology
MCHP
$52.5B
$25.3K ﹤0.01%
390
+62
XOP icon
655
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.53B
$25.3K ﹤0.01%
200
DDOG icon
656
Datadog
DDOG
$72.2B
$25.2K ﹤0.01%
188
+12
RJF icon
657
Raymond James Financial
RJF
$30.3B
$25.2K ﹤0.01%
154
+8
B
658
Barrick Mining
B
$72.3B
$25.1K ﹤0.01%
+570
NE icon
659
Noble Corp
NE
$8.38B
$25.1K ﹤0.01%
864
AON icon
660
Aon
AON
$67.4B
$24.8K ﹤0.01%
72
+2
IYM icon
661
iShares US Basic Materials ETF
IYM
$1.68B
$24.6K ﹤0.01%
160
FXH icon
662
First Trust Health Care AlphaDEX Fund
FXH
$881M
$24.6K ﹤0.01%
216
VMC icon
663
Vulcan Materials
VMC
$35.7B
$24.6K ﹤0.01%
84
AA icon
664
Alcoa
AA
$17.4B
$24.5K ﹤0.01%
461
+1
SHAK icon
665
Shake Shack
SHAK
$2.5B
$24.4K ﹤0.01%
300
STN icon
666
Stantec
STN
$8.3B
$24.2K ﹤0.01%
252
PH icon
667
Parker-Hannifin
PH
$111B
$24.1K ﹤0.01%
27
+3
SDIV icon
668
Global X SuperDividend ETF
SDIV
$1.27B
$24K ﹤0.01%
1,000
ALL icon
669
Allstate
ALL
$55.7B
$23.9K ﹤0.01%
117
+7
MIRM icon
670
Mirum Pharmaceuticals
MIRM
$6.79B
$23.7K ﹤0.01%
300
CSGP icon
671
CoStar Group
CSGP
$13B
$23.6K ﹤0.01%
360
RPG icon
672
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$23.6K ﹤0.01%
505
SHW icon
673
Sherwin-Williams
SHW
$76.3B
$23.5K ﹤0.01%
72
+22
KRC icon
674
Kilroy Realty
KRC
$4.04B
$23.5K ﹤0.01%
618
MBB icon
675
iShares MBS ETF
MBB
$38.1B
$23.4K ﹤0.01%
246