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
PH icon
826
Parker-Hannifin
PH
$105B
$9.14K ﹤0.01%
13
YEAR icon
827
AB Ultra Short Income ETF
YEAR
$1.48B
$9.12K ﹤0.01%
180
SCHH icon
828
Schwab US REIT ETF
SCHH
$8.25B
$9.1K ﹤0.01%
430
ARKF icon
829
ARK Fintech Innovation ETF
ARKF
$1.31B
$9.04K ﹤0.01%
180
APTV icon
830
Aptiv
APTV
$17.1B
$9.03K ﹤0.01%
+126
WAB icon
831
Wabtec
WAB
$34.9B
$9K ﹤0.01%
43
-1
SRLN icon
832
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$8.9K ﹤0.01%
214
VC icon
833
Visteon
VC
$2.87B
$8.89K ﹤0.01%
+90
SHW icon
834
Sherwin-Williams
SHW
$82.3B
$8.88K ﹤0.01%
25
+14
THG icon
835
Hanover Insurance
THG
$6.45B
$8.87K ﹤0.01%
+53
LEG icon
836
Leggett & Platt
LEG
$1.22B
$8.87K ﹤0.01%
+921
NTAP icon
837
NetApp
NTAP
$21.8B
$8.86K ﹤0.01%
+83
FANG icon
838
Diamondback Energy
FANG
$42.7B
$8.83K ﹤0.01%
+63
INVA icon
839
Innoviva
INVA
$1.66B
$8.79K ﹤0.01%
+444
TPR icon
840
Tapestry
TPR
$20.8B
$8.78K ﹤0.01%
100
VEEV icon
841
Veeva Systems
VEEV
$48.1B
$8.77K ﹤0.01%
+31
TEX icon
842
Terex
TEX
$3B
$8.77K ﹤0.01%
+180
INCY icon
843
Incyte
INCY
$20.4B
$8.73K ﹤0.01%
+127
THFF icon
844
First Financial Corp
THFF
$673M
$8.68K ﹤0.01%
+158
ILMN icon
845
Illumina
ILMN
$18.4B
$8.64K ﹤0.01%
+88
FULT icon
846
Fulton Financial
FULT
$3.21B
$8.63K ﹤0.01%
+466
AIG icon
847
American International
AIG
$42B
$8.56K ﹤0.01%
100
CNC icon
848
Centene
CNC
$17.9B
$8.55K ﹤0.01%
+151
WTRG icon
849
Essential Utilities
WTRG
$11.2B
$8.55K ﹤0.01%
+227
PKG icon
850
Packaging Corp of America
PKG
$17.7B
$8.52K ﹤0.01%
+42