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
IDV icon
676
iShares International Select Dividend ETF
IDV
$6.15B
$15.5K ﹤0.01%
450
BSCR icon
677
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$15.5K ﹤0.01%
787
ALNY icon
678
Alnylam Pharmaceuticals
ALNY
$59.3B
$15.5K ﹤0.01%
+48
CEG icon
679
Constellation Energy
CEG
$106B
$15.4K ﹤0.01%
+50
NSP icon
680
Insperity
NSP
$1.23B
$15.4K ﹤0.01%
256
KDP icon
681
Keurig Dr Pepper
KDP
$36.9B
$15.4K ﹤0.01%
+458
SPYX icon
682
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$15.3K ﹤0.01%
300
GIS icon
683
General Mills
GIS
$25.3B
$15.2K ﹤0.01%
288
+118
DTM icon
684
DT Midstream
DTM
$11.8B
$15.2K ﹤0.01%
+145
SBSW icon
685
Sibanye-Stillwater
SBSW
$7.86B
$15.1K ﹤0.01%
+2,080
DNOW icon
686
DNOW Inc
DNOW
$2.32B
$15.1K ﹤0.01%
1,020
PBA icon
687
Pembina Pipeline
PBA
$22.5B
$15.1K ﹤0.01%
+404
LYB icon
688
LyondellBasell Industries
LYB
$14.6B
$15.1K ﹤0.01%
253
+128
RDDT icon
689
Reddit
RDDT
$36.6B
$15.1K ﹤0.01%
100
VRSK icon
690
Verisk Analytics
VRSK
$30.1B
$15K ﹤0.01%
+48
FTXN icon
691
First Trust Nasdaq Oil & Gas ETF
FTXN
$119M
$14.9K ﹤0.01%
549
CGXU icon
692
Capital Group International Focus Equity ETF
CGXU
$4.2B
$14.9K ﹤0.01%
550
OMC icon
693
Omnicom Group
OMC
$13.9B
$14.9K ﹤0.01%
+202
SCHZ icon
694
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$14.9K ﹤0.01%
641
TEL icon
695
TE Connectivity
TEL
$69.8B
$14.8K ﹤0.01%
88
LOGI icon
696
Logitech
LOGI
$17.3B
$14.8K ﹤0.01%
+163
EXAS icon
697
Exact Sciences
EXAS
$12.7B
$14.8K ﹤0.01%
+271
CSGP icon
698
CoStar Group
CSGP
$28.8B
$14.7K ﹤0.01%
+180
SPSM icon
699
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$14.7K ﹤0.01%
346
PSLV icon
700
Sprott Physical Silver Trust
PSLV
$9.72B
$14.7K ﹤0.01%
1,200