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
CGUS icon
751
Capital Group Core Equity ETF
CGUS
$10.6B
$18.1K ﹤0.01%
450
ARES icon
752
Ares Management
ARES
$29B
$18.1K ﹤0.01%
112
+12
CMS icon
753
CMS Energy
CMS
$22.6B
$18K ﹤0.01%
256
+14
FTS icon
754
Fortis
FTS
$28.7B
$17.9K ﹤0.01%
345
VOE icon
755
Vanguard Mid-Cap Value ETF
VOE
$22.4B
$17.9K ﹤0.01%
100
PKG icon
756
Packaging Corp of America
PKG
$19.6B
$17.7K ﹤0.01%
84
NTAP icon
757
NetApp
NTAP
$23.7B
$17.7K ﹤0.01%
166
EMR icon
758
Emerson Electric
EMR
$77.2B
$17.7K ﹤0.01%
133
+33
EBC icon
759
Eastern Bankshares
EBC
$4.18B
$17.6K ﹤0.01%
952
INVA icon
760
Innoviva
INVA
$1.69B
$17.6K ﹤0.01%
888
ACHR icon
761
Archer Aviation
ACHR
$4.87B
$17.6K ﹤0.01%
+2,259
WTRG icon
762
Essential Utilities
WTRG
$10.6B
$17.6K ﹤0.01%
454
ABG icon
763
Asbury Automotive
ABG
$3.6B
$17.4K ﹤0.01%
75
-13
ROL icon
764
Rollins
ROL
$25.7B
$17.3K ﹤0.01%
294
VMBS icon
765
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$17.1K ﹤0.01%
363
KTOS icon
766
Kratos Defense & Security Solutions
KTOS
$10.3B
$17.1K ﹤0.01%
225
FXR icon
767
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$680M
$17K ﹤0.01%
213
HDB icon
768
HDFC Bank
HDB
$127B
$17K ﹤0.01%
466
+108
AKRE
769
Akre Focus ETF
AKRE
$6.19B
$16.9K ﹤0.01%
+259
OC icon
770
Owens Corning
OC
$9.75B
$16.9K ﹤0.01%
148
SPYX icon
771
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.67B
$16.9K ﹤0.01%
300
BRO icon
772
Brown & Brown
BRO
$18.9B
$16.8K ﹤0.01%
216
+34
BUSE icon
773
First Busey Corp
BUSE
$2.21B
$16.8K ﹤0.01%
704
CATY icon
774
Cathay General Bancorp
CATY
$3.77B
$16.7K ﹤0.01%
344
ABR icon
775
Arbor Realty Trust
ABR
$1.12B
$16.7K ﹤0.01%
2,100