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
ANSS
701
DELISTED
Ansys
ANSS
$14.5K ﹤0.01%
+41
SLB icon
702
SLB Ltd
SLB
$55.2B
$14.5K ﹤0.01%
428
-65
GFI icon
703
Gold Fields
GFI
$36.5B
$14.4K ﹤0.01%
+605
SU icon
704
Suncor Energy
SU
$53.3B
$14.3K ﹤0.01%
+378
DOW icon
705
Dow Inc
DOW
$16.3B
$14.2K ﹤0.01%
518
+381
TRP icon
706
TC Energy
TRP
$57.5B
$14.2K ﹤0.01%
+297
ASX icon
707
ASE Group
ASX
$31.9B
$14.2K ﹤0.01%
+1,384
DEI icon
708
Douglas Emmett
DEI
$1.99B
$14.2K ﹤0.01%
+920
NDAQ icon
709
Nasdaq
NDAQ
$49.7B
$14.1K ﹤0.01%
159
+138
IMCB icon
710
iShares Morningstar Mid-Cap ETF
IMCB
$1.18B
$14.1K ﹤0.01%
177
+1
IYH icon
711
iShares US Healthcare ETF
IYH
$3.07B
$14.1K ﹤0.01%
250
-390
CALM icon
712
Cal-Maine
CALM
$4.39B
$14K ﹤0.01%
141
CBRE icon
713
CBRE Group
CBRE
$45.7B
$14K ﹤0.01%
100
HOOD icon
714
Robinhood
HOOD
$110B
$13.9K ﹤0.01%
+151
HEI icon
715
HEICO Corp
HEI
$43.7B
$13.8K ﹤0.01%
+43
MDB icon
716
MongoDB
MDB
$28.7B
$13.8K ﹤0.01%
67
+55
DHI icon
717
D.R. Horton
DHI
$41.9B
$13.8K ﹤0.01%
+103
HDB icon
718
HDFC Bank
HDB
$187B
$13.7K ﹤0.01%
+358
WSM icon
719
Williams-Sonoma
WSM
$22.2B
$13.7K ﹤0.01%
84
RACE icon
720
Ferrari
RACE
$74B
$13.7K ﹤0.01%
+28
STN icon
721
Stantec
STN
$12.1B
$13.7K ﹤0.01%
+126
AA icon
722
Alcoa
AA
$9.73B
$13.6K ﹤0.01%
459
+1
LYG icon
723
Lloyds Banking Group
LYG
$71B
$13.5K ﹤0.01%
+3,203
DDOG icon
724
Datadog
DDOG
$64.9B
$13.4K ﹤0.01%
101
+75
MGM icon
725
MGM Resorts International
MGM
$8.88B
$13.3K ﹤0.01%
370
+250