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
ICLN icon
801
iShares Global Clean Energy ETF
ICLN
$1.84B
$9.83K ﹤0.01%
750
DVA icon
802
DaVita
DVA
$8.58B
$9.83K ﹤0.01%
+67
IVE icon
803
iShares S&P 500 Value ETF
IVE
$42.4B
$9.77K ﹤0.01%
50
WSBC icon
804
WesBanco
WSBC
$2.99B
$9.74K ﹤0.01%
+298
SCHE icon
805
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$9.74K ﹤0.01%
323
ALSN icon
806
Allison Transmission
ALSN
$6.8B
$9.67K ﹤0.01%
100
BKLN icon
807
Invesco Senior Loan ETF
BKLN
$6.77B
$9.64K ﹤0.01%
461
CRDO icon
808
Credo Technology Group
CRDO
$25.2B
$9.63K ﹤0.01%
110
PEG icon
809
Public Service Enterprise Group
PEG
$41.3B
$9.61K ﹤0.01%
+116
MS icon
810
Morgan Stanley
MS
$260B
$9.59K ﹤0.01%
+68
BHP icon
811
BHP
BHP
$140B
$9.59K ﹤0.01%
+197
TSEM icon
812
Tower Semiconductor
TSEM
$11.1B
$9.59K ﹤0.01%
+226
CRL icon
813
Charles River Laboratories
CRL
$8.26B
$9.57K ﹤0.01%
+62
JLL icon
814
Jones Lang LaSalle
JLL
$14.3B
$9.5K ﹤0.01%
+37
IBIT icon
815
iShares Bitcoin Trust
IBIT
$72.1B
$9.49K ﹤0.01%
155
DECK icon
816
Deckers Outdoor
DECK
$12.1B
$9.49K ﹤0.01%
+90
MDYG icon
817
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$9.47K ﹤0.01%
109
TMIC
818
DELISTED
TREND MICRO INC SPONS ADR-NEW
TMIC
$9.45K ﹤0.01%
+140
ES icon
819
Eversource Energy
ES
$27.5B
$9.42K ﹤0.01%
+146
IRBT icon
820
iRobot
IRBT
$62.1M
$9.39K ﹤0.01%
3,000
+1,500
KMI icon
821
Kinder Morgan
KMI
$61B
$9.29K ﹤0.01%
+328
TKR icon
822
Timken Company
TKR
$5.32B
$9.28K ﹤0.01%
+123
NE icon
823
Noble Corp
NE
$4.82B
$9.25K ﹤0.01%
+337
IONS icon
824
Ionis Pharmaceuticals
IONS
$11.6B
$9.23K ﹤0.01%
+231
HES
825
DELISTED
Hess
HES
$9.17K ﹤0.01%
+65