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
CMS icon
851
CMS Energy
CMS
$21.8B
$8.48K ﹤0.01%
+121
LNC icon
852
Lincoln National
LNC
$7.77B
$8.44K ﹤0.01%
+242
AES icon
853
AES
AES
$10.1B
$8.42K ﹤0.01%
800
ADSK icon
854
Autodesk
ADSK
$56.3B
$8.41K ﹤0.01%
+27
BUSE icon
855
First Busey Corp
BUSE
$2.16B
$8.41K ﹤0.01%
+352
ORA icon
856
Ormat Technologies
ORA
$7.17B
$8.4K ﹤0.01%
100
XRAY icon
857
Dentsply Sirona
XRAY
$2.44B
$8.38K ﹤0.01%
+507
SPG icon
858
Simon Property Group
SPG
$60.4B
$8.38K ﹤0.01%
+51
NIE
859
Virtus Equity & Convertible Income Fund
NIE
$706M
$8.37K ﹤0.01%
350
NOG icon
860
Northern Oil and Gas
NOG
$2.17B
$8.36K ﹤0.01%
+287
AAL icon
861
American Airlines Group
AAL
$10.1B
$8.36K ﹤0.01%
744
EPR icon
862
EPR Properties
EPR
$4.26B
$8.36K ﹤0.01%
+143
SNPS icon
863
Synopsys
SNPS
$98.8B
$8.35K ﹤0.01%
16
-8
KKR icon
864
KKR & Co
KKR
$117B
$8.34K ﹤0.01%
63
+45
FMBH icon
865
First Mid Bancshares
FMBH
$996M
$8.33K ﹤0.01%
+215
ROL icon
866
Rollins
ROL
$30.2B
$8.33K ﹤0.01%
+147
CLX icon
867
Clorox
CLX
$13.4B
$8.31K ﹤0.01%
68
+42
SFL icon
868
SFL Corp
SFL
$1.1B
$8.24K ﹤0.01%
989
DG icon
869
Dollar General
DG
$32.7B
$8.19K ﹤0.01%
+71
OVV icon
870
Ovintiv
OVV
$10.1B
$8.15K ﹤0.01%
209
+159
GBCI icon
871
Glacier Bancorp
GBCI
$6.22B
$8.13K ﹤0.01%
+179
AGL icon
872
Agilon Health
AGL
$423M
$8.1K ﹤0.01%
+3,404
CATY icon
873
Cathay General Bancorp
CATY
$3.46B
$8.08K ﹤0.01%
+172
AOS icon
874
A.O. Smith
AOS
$10.1B
$8.06K ﹤0.01%
+119
TXT icon
875
Textron
TXT
$16.6B
$8.04K ﹤0.01%
100