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
DVA icon
801
DaVita
DVA
$12.4B
$15.3K ﹤0.01%
134
FTXN icon
802
First Trust Nasdaq Oil & Gas ETF
FTXN
$201M
$15.3K ﹤0.01%
549
ALX
803
Alexander's
ALX
$1.18B
$15.3K ﹤0.01%
70
CX icon
804
Cemex
CX
$19B
$15K ﹤0.01%
1,298
SPXC icon
805
SPX Corp
SPXC
$10.2B
$15K ﹤0.01%
75
WSM icon
806
Williams-Sonoma
WSM
$20.4B
$15K ﹤0.01%
84
SCHZ icon
807
Schwab US Aggregate Bond ETF
SCHZ
$10.2B
$15K ﹤0.01%
641
MSA icon
808
Mine Safety
MSA
$6.74B
$14.9K ﹤0.01%
92
LGLV icon
809
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$14.9K ﹤0.01%
84
IMCB icon
810
iShares Morningstar Mid-Cap ETF
IMCB
$1.54B
$14.8K ﹤0.01%
178
XEL icon
811
Xcel Energy
XEL
$50B
$14.6K ﹤0.01%
197
+15
FRME icon
812
First Merchants
FRME
$2.51B
$14.6K ﹤0.01%
390
LNT icon
813
Alliant Energy
LNT
$18.7B
$14.6K ﹤0.01%
222
NVR icon
814
NVR
NVR
$15.3B
$14.6K ﹤0.01%
2
CRL icon
815
Charles River Laboratories
CRL
$7.66B
$14.5K ﹤0.01%
72
+10
FSLR icon
816
First Solar
FSLR
$24.9B
$14.5K ﹤0.01%
53
WPC icon
817
W.P. Carey
WPC
$16.4B
$14.5K ﹤0.01%
224
EPR icon
818
EPR Properties
EPR
$4.43B
$14.5K ﹤0.01%
286
SWX icon
819
Southwest Gas
SWX
$6.48B
$14.4K ﹤0.01%
180
TRNO icon
820
Terreno Realty
TRNO
$6.95B
$14.3K ﹤0.01%
242
CTVA icon
821
Corteva
CTVA
$55.7B
$14.2K ﹤0.01%
212
+34
CIVI
822
DELISTED
Civitas Resources
CIVI
$14.1K ﹤0.01%
508
GBTC icon
823
Grayscale Bitcoin Trust
GBTC
$12.3B
$14K ﹤0.01%
205
HMC icon
824
Honda
HMC
$33.3B
$14K ﹤0.01%
466
-700
FE icon
825
FirstEnergy
FE
$25.7B
$13.8K ﹤0.01%
306