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
NTRS icon
776
Northern Trust
NTRS
$27.5B
$10.5K ﹤0.01%
+82
RWL icon
777
Invesco S&P 500 Revenue ETF
RWL
$7.56B
$10.4K ﹤0.01%
100
G icon
778
Genpact
G
$7.92B
$10.4K ﹤0.01%
+231
VST icon
779
Vistra
VST
$56.4B
$10.4K ﹤0.01%
+56
FMX icon
780
Fomento Económico Mexicano
FMX
$35.1B
$10.3K ﹤0.01%
+100
COR icon
781
Cencora
COR
$68.8B
$10.3K ﹤0.01%
+35
ALLE icon
782
Allegion
ALLE
$14.2B
$10.3K ﹤0.01%
+70
VTR icon
783
Ventas
VTR
$36.9B
$10.3K ﹤0.01%
+164
TAC icon
784
TransAlta
TAC
$3.73B
$10.3K ﹤0.01%
+962
BAY
785
DELISTED
BAYER AG SPONS ADR
BAY
$10.3K ﹤0.01%
+1,315
BSV icon
786
Vanguard Short-Term Bond ETF
BSV
$42.4B
$10.2K ﹤0.01%
130
WTFC icon
787
Wintrust Financial
WTFC
$9.77B
$10.2K ﹤0.01%
+80
NUSC icon
788
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$10.2K ﹤0.01%
250
DVN icon
789
Devon Energy
DVN
$22.7B
$10.1K ﹤0.01%
310
+286
XYL icon
790
Xylem
XYL
$35.6B
$10.1K ﹤0.01%
+77
IEI icon
791
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$10.1K ﹤0.01%
+85
MCO icon
792
Moody's
MCO
$96.1B
$10K ﹤0.01%
20
+13
MLM icon
793
Martin Marietta Materials
MLM
$39.3B
$10K ﹤0.01%
18
+12
SCHF icon
794
Schwab International Equity ETF
SCHF
$57.8B
$10K ﹤0.01%
454
-97
TPYP icon
795
Tortoise North American Pipeline Fund
TPYP
$717M
$9.97K ﹤0.01%
279
CPRT icon
796
Copart
CPRT
$39.7B
$9.93K ﹤0.01%
200
ONTO icon
797
Onto Innovation
ONTO
$10.9B
$9.92K ﹤0.01%
+99
BRO icon
798
Brown & Brown
BRO
$27.3B
$9.91K ﹤0.01%
+91
EXPD icon
799
Expeditors International
EXPD
$21.8B
$9.91K ﹤0.01%
+84
EIM
800
Eaton Vance Municipal Bond Fund
EIM
$507M
$9.86K ﹤0.01%
1,020