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
EMR icon
726
Emerson Electric
EMR
$71.7B
$13.3K ﹤0.01%
100
CTVA icon
727
Corteva
CTVA
$44.6B
$13.3K ﹤0.01%
178
DLTR icon
728
Dollar Tree
DLTR
$21.4B
$13.2K ﹤0.01%
131
+81
MTSI icon
729
MACOM Technology Solutions
MTSI
$12.1B
$13.1K ﹤0.01%
+95
LUV icon
730
Southwest Airlines
LUV
$17B
$13K ﹤0.01%
402
PII icon
731
Polaris
PII
$3.62B
$12.8K ﹤0.01%
293
+202
APP icon
732
Applovin
APP
$188B
$12.8K ﹤0.01%
+38
AUB icon
733
Atlantic Union Bankshares
AUB
$4.63B
$12.7K ﹤0.01%
+390
MUFG icon
734
Mitsubishi UFJ Financial
MUFG
$180B
$12.7K ﹤0.01%
923
+415
SPXC icon
735
SPX Corp
SPXC
$10.5B
$12.6K ﹤0.01%
75
-7
VOOV icon
736
Vanguard S&P 500 Value ETF
VOOV
$5.8B
$12.5K ﹤0.01%
65
+40
AON icon
737
Aon
AON
$75.3B
$12.5K ﹤0.01%
35
+28
NOV icon
738
NOV
NOV
$5.73B
$12.4K ﹤0.01%
1,000
-301
WIX icon
739
WIX.com
WIX
$6.87B
$12.4K ﹤0.01%
+77
FITB icon
740
Fifth Third Bancorp
FITB
$28.1B
$12.4K ﹤0.01%
+292
RELX icon
741
RELX
RELX
$75.2B
$12.3K ﹤0.01%
+229
PL icon
742
Planet Labs
PL
$3.51B
$12.3K ﹤0.01%
2,000
VTRS icon
743
Viatris
VTRS
$12.3B
$12.2K ﹤0.01%
1,347
+862
DSL
744
DoubleLine Income Solutions Fund
DSL
$1.32B
$12.2K ﹤0.01%
1,000
HR icon
745
Healthcare Realty
HR
$6.39B
$12.2K ﹤0.01%
+772
SYF icon
746
Synchrony
SYF
$26.3B
$12.2K ﹤0.01%
+179
LI icon
747
Li Auto
LI
$20B
$12.2K ﹤0.01%
+454
ARW icon
748
Arrow Electronics
ARW
$5.57B
$12.1K ﹤0.01%
+93
TAP icon
749
Molson Coors Class B
TAP
$9.18B
$12K ﹤0.01%
248
+148
NET icon
750
Cloudflare
NET
$73.8B
$12K ﹤0.01%
+65