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
ALL icon
751
Allstate
ALL
$50.3B
$12K ﹤0.01%
60
+50
PNFP icon
752
Pinnacle Financial Partners, Inc.
PNFP
$14.8B
$12K ﹤0.01%
+105
HYS icon
753
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.57B
$12K ﹤0.01%
126
ADM icon
754
Archer Daniels Midland
ADM
$31.3B
$11.9K ﹤0.01%
226
+150
USO icon
755
United States Oil Fund
USO
$904M
$11.8K ﹤0.01%
162
EEM icon
756
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$11.8K ﹤0.01%
245
DT icon
757
Dynatrace
DT
$12B
$11.8K ﹤0.01%
+216
CASY icon
758
Casey's General Stores
CASY
$23.7B
$11.7K ﹤0.01%
+23
PARA
759
DELISTED
Paramount Global Class B
PARA
$11.7K ﹤0.01%
905
-647
JBS
760
JBS N.V.
JBS
$16.3B
$11.6K ﹤0.01%
+818
ADNT icon
761
Adient
ADNT
$1.74B
$11.6K ﹤0.01%
+552
SPIB icon
762
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$11.6K ﹤0.01%
+346
WMB icon
763
Williams Companies
WMB
$75.2B
$11.5K ﹤0.01%
183
GLDD icon
764
Great Lakes Dredge & Dock
GLDD
$1.02B
$11.5K ﹤0.01%
+970
MRP
765
Millrose Properties Inc
MRP
$5.15B
$11.4K ﹤0.01%
400
RIG icon
766
Transocean
RIG
$4.66B
$11.4K ﹤0.01%
4,314
+3,104
RJF icon
767
Raymond James Financial
RJF
$33.9B
$11.3K ﹤0.01%
+73
RS icon
768
Reliance Steel & Aluminium
RS
$16.9B
$11.2K ﹤0.01%
+35
VMC icon
769
Vulcan Materials
VMC
$40.4B
$11.1K ﹤0.01%
+42
KARS icon
770
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$83.1M
$11K ﹤0.01%
+500
EON
771
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$10.8K ﹤0.01%
+578
IGV icon
772
iShares Expanded Tech-Software Sector ETF
IGV
$7.18B
$10.8K ﹤0.01%
+100
BNTX icon
773
BioNTech
BNTX
$27.4B
$10.8K ﹤0.01%
100
KRC icon
774
Kilroy Realty
KRC
$4.46B
$10.7K ﹤0.01%
+309
OC icon
775
Owens Corning
OC
$10.2B
$10.6K ﹤0.01%
+74