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
KIM icon
851
Kimco Realty
KIM
$15.6B
$11.8K ﹤0.01%
590
LH icon
852
Labcorp
LH
$20.8B
$11.8K ﹤0.01%
47
ILMN icon
853
Illumina
ILMN
$21.7B
$11.8K ﹤0.01%
88
SPIB icon
854
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
$11.7K ﹤0.01%
346
LEA icon
855
Lear
LEA
$6.97B
$11.7K ﹤0.01%
99
+16
TMIC
856
DELISTED
TREND MICRO INC SPONS ADR-NEW
TMIC
$11.6K ﹤0.01%
280
GOOD
857
Gladstone Commercial Corp
GOOD
$603M
$11.6K ﹤0.01%
1,072
RWL icon
858
Invesco S&P 500 Revenue ETF
RWL
$8.94B
$11.4K ﹤0.01%
100
ALC icon
859
Alcon
ALC
$31.2B
$11.3K ﹤0.01%
146
DSL
860
DoubleLine Income Solutions Fund
DSL
$1.25B
$11.3K ﹤0.01%
1,000
CALM icon
861
Cal-Maine
CALM
$3.7B
$11.2K ﹤0.01%
141
URTH icon
862
iShares MSCI World ETF
URTH
$8.15B
$11.2K ﹤0.01%
60
USO icon
863
United States Oil Fund
USO
$2.01B
$11.2K ﹤0.01%
162
NUSC icon
864
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$11.2K ﹤0.01%
250
ORA icon
865
Ormat Technologies
ORA
$8.32B
$11.1K ﹤0.01%
100
CRH icon
866
CRH
CRH
$71.9B
$11.1K ﹤0.01%
88
+12
WMB icon
867
Williams Companies
WMB
$95B
$11K ﹤0.01%
183
UHS icon
868
Universal Health Services
UHS
$10.3B
$11K ﹤0.01%
50
SCHF icon
869
Schwab International Equity ETF
SCHF
$65B
$10.9K ﹤0.01%
454
MTN icon
870
Vail Resorts
MTN
$4.33B
$10.8K ﹤0.01%
81
+31
APA icon
871
APA Corp
APA
$13.1B
$10.7K ﹤0.01%
423
PSTL
872
Postal Realty Trust
PSTL
$636M
$10.7K ﹤0.01%
665
DJT icon
873
Trump Media & Technology Group
DJT
$2.48B
$10.6K ﹤0.01%
779
+514
RLX icon
874
RLX Technology
RLX
$2.58B
$10.6K ﹤0.01%
4,584
AV
875
DELISTED
Aviva Plc
AV
$10.6K ﹤0.01%
565