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
UPS icon
826
United Parcel Service
UPS
$83.7B
$13.8K ﹤0.01%
139
+3
VOOV icon
827
Vanguard S&P 500 Value ETF
VOOV
$6.37B
$13.7K ﹤0.01%
66
MRP
828
Millrose Properties Inc
MRP
$4.53B
$13.5K ﹤0.01%
452
+52
MMS icon
829
Maximus
MMS
$3.15B
$13.5K ﹤0.01%
156
-104
HR icon
830
Healthcare Realty
HR
$7.06B
$13.4K ﹤0.01%
792
+20
EEM icon
831
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$13.4K ﹤0.01%
245
MT icon
832
ArcelorMittal
MT
$48.5B
$13.3K ﹤0.01%
282
AVT icon
833
Avnet
AVT
$7.11B
$13.1K ﹤0.01%
266
EC icon
834
Ecopetrol
EC
$27.2B
$13K ﹤0.01%
1,272
RNW icon
835
ReNew
RNW
$2.02B
$12.8K ﹤0.01%
2,184
TPR icon
836
Tapestry
TPR
$26.3B
$12.8K ﹤0.01%
100
USPH icon
837
US Physical Therapy
USPH
$991M
$12.6K ﹤0.01%
160
BBDC icon
838
Barings BDC
BBDC
$902M
$12.6K ﹤0.01%
1,360
TAC icon
839
TransAlta
TAC
$3.86B
$12.5K ﹤0.01%
962
INGR icon
840
Ingredion
INGR
$6.45B
$12.5K ﹤0.01%
114
UMC icon
841
United Microelectronic
UMC
$43.1B
$12.5K ﹤0.01%
1,592
ED icon
842
Consolidated Edison
ED
$39.5B
$12.4K ﹤0.01%
124
TSLX icon
843
Sixth Street Specialty
TSLX
$1.7B
$12.4K ﹤0.01%
572
SYY icon
844
Sysco
SYY
$34.9B
$12.4K ﹤0.01%
170
-233
ICLN icon
845
iShares Global Clean Energy ETF
ICLN
$2.84B
$12.3K ﹤0.01%
750
SQM icon
846
Sociedad Química y Minera de Chile
SQM
$24.8B
$12.3K ﹤0.01%
176
PSKY
847
Paramount Skydance Corp
PSKY
$11.3B
$12.2K ﹤0.01%
909
+2
BHP icon
848
BHP
BHP
$226B
$12.2K ﹤0.01%
197
DG icon
849
Dollar General
DG
$23.1B
$12K ﹤0.01%
88
+17
HYS icon
850
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.69B
$11.9K ﹤0.01%
126