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

Top Sells

1
+$1.15M
2
+$1.1M
3
+$894K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$751K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$738K

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
BCO icon
51
Brink's
BCO
$5.22B
$2.73M 0.51%
30,603
-50
GILD icon
52
Gilead Sciences
GILD
$155B
$2.73M 0.51%
24,586
+139
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$2.62M 0.49%
23,977
+665
SHY icon
54
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$2.62M 0.49%
31,618
+1,070
SPY icon
55
SPDR S&P 500 ETF Trust
SPY
$714B
$2.46M 0.46%
3,987
-1,781
VDC icon
56
Vanguard Consumer Staples ETF
VDC
$7.65B
$2.38M 0.44%
10,867
-130
XLE icon
57
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$2.37M 0.44%
55,734
+1,944
CRWD icon
58
CrowdStrike
CRWD
$114B
$2.36M 0.44%
4,633
-140
IBB icon
59
iShares Biotechnology ETF
IBB
$8.51B
$2.35M 0.44%
18,548
+118
AIVL icon
60
WisdomTree US AI Enhanced Value Fund
AIVL
$390M
$2.35M 0.44%
20,743
+1,860
SPTM icon
61
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.2B
$2.27M 0.42%
30,260
+1,476
CMF icon
62
iShares California Muni Bond ETF
CMF
$3.86B
$2.24M 0.42%
40,272
-1,455
FDN icon
63
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.32B
$2.22M 0.41%
8,243
-60
VB icon
64
Vanguard Small-Cap ETF
VB
$73.7B
$2.19M 0.41%
9,202
-637
MLN icon
65
VanEck Long Muni ETF
MLN
$645M
$2.16M 0.4%
127,613
+34,278
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.12M 0.39%
4,345
+1,357
MU icon
67
Micron Technology
MU
$408B
$2.06M 0.38%
16,802
+740
BAC icon
68
Bank of America
BAC
$382B
$2.05M 0.38%
43,249
+1,058
DKNG icon
69
DraftKings
DKNG
$16.2B
$2.01M 0.37%
46,878
+1,600
XLP icon
70
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$1.98M 0.37%
24,481
+4,081
VWO icon
71
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$1.94M 0.36%
39,182
-286
JPM icon
72
JPMorgan Chase
JPM
$842B
$1.86M 0.34%
6,402
+416
AMD icon
73
Advanced Micro Devices
AMD
$377B
$1.85M 0.34%
13,264
+3,074
BND icon
74
Vanguard Total Bond Market
BND
$147B
$1.79M 0.33%
24,301
-1,179
TRMB icon
75
Trimble
TRMB
$17.6B
$1.79M 0.33%
23,517
+2,965
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3
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