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
WSBC icon
726
WesBanco
WSBC
$3.2B
$19.9K ﹤0.01%
596
VLUE icon
727
iShares MSCI USA Value Factor ETF
VLUE
$13.1B
$19.8K ﹤0.01%
145
DVN icon
728
Devon Energy
DVN
$54.5B
$19.8K ﹤0.01%
523
APTV icon
729
Aptiv
APTV
$12.2B
$19.6K ﹤0.01%
250
CVE icon
730
Cenovus Energy
CVE
$56.2B
$19.6K ﹤0.01%
1,117
ES icon
731
Eversource Energy
ES
$25.9B
$19.5K ﹤0.01%
286
AEM icon
732
Agnico Eagle Mines
AEM
$96.3B
$19.4K ﹤0.01%
114
VC icon
733
Visteon
VC
$3.09B
$19.4K ﹤0.01%
200
PII icon
734
Polaris
PII
$3.76B
$19.4K ﹤0.01%
295
VOX icon
735
Vanguard Communication Services ETF
VOX
$6.02B
$19.4K ﹤0.01%
100
LUV icon
736
Southwest Airlines
LUV
$19.2B
$19.3K ﹤0.01%
466
+64
IWR icon
737
iShares Russell Mid-Cap ETF
IWR
$53.1B
$19.3K ﹤0.01%
200
PCVX icon
738
Vaxcyte
PCVX
$7.73B
$19.2K ﹤0.01%
414
DECK icon
739
Deckers Outdoor
DECK
$13.5B
$19.2K ﹤0.01%
180
FXI icon
740
iShares China Large-Cap ETF
FXI
$6.13B
$19.1K ﹤0.01%
500
THG icon
741
Hanover Insurance
THG
$6.71B
$19K ﹤0.01%
106
THFF icon
742
First Financial Corp
THFF
$786M
$18.8K ﹤0.01%
316
PEG icon
743
Public Service Enterprise Group
PEG
$38.7B
$18.8K ﹤0.01%
232
SPG icon
744
Simon Property Group
SPG
$65.8B
$18.8K ﹤0.01%
102
IONS icon
745
Ionis Pharmaceuticals
IONS
$12.5B
$18.4K ﹤0.01%
231
DT icon
746
Dynatrace
DT
$10.9B
$18.3K ﹤0.01%
432
RELX icon
747
RELX
RELX
$55.7B
$18.2K ﹤0.01%
458
RIG icon
748
Transocean
RIG
$7.71B
$18.2K ﹤0.01%
4,314
FULT icon
749
Fulton Financial
FULT
$4.02B
$18.1K ﹤0.01%
932
FXO icon
750
First Trust Financials AlphaDEX Fund
FXO
$1.04B
$18.1K ﹤0.01%
300