WIM
Westside Investment Management Portfolio holdings
AUM
$539M
1-Year Return
24.46%
This Quarter Return
+8.43%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$417M
AUM Growth
+$26.1M
(+6.7%)
Cap. Flow
-$641K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
26.96%
Holding
923
New
57
Increased
169
Reduced
167
Closed
25
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$1.03M |
| 2 |
NVIDIA
NVDA
|
$936K |
| 3 |
Charter Communications
CHTR
|
$880K |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
$796K |
| 5 |
Super Micro Computer
SMCI
|
$622K |
Top Sells
| 1 |
TPC
Tutor Perini Corporation
TPC
|
$1.59M |
| 2 |
United Rentals
URI
|
$1.38M |
| 3 |
Blackstone
BX
|
$1.04M |
| 4 |
Uber
UBER
|
$809K |
| 5 |
Meta Platforms (Facebook)
META
|
$746K |
Sector Composition
| 1 | Technology | 17.93% |
| 2 | Healthcare | 7.88% |
| 3 | Industrials | 6.42% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Discretionary | 4.18% |
