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
FXG icon
876
First Trust Consumer Staples AlphaDEX Fund
FXG
$264M
$8.04K ﹤0.01%
127
SNDR icon
877
Schneider National
SNDR
$5.14B
$8.03K ﹤0.01%
+321
NU icon
878
Nu Holdings
NU
$80.4B
$7.99K ﹤0.01%
+586
ALX
879
Alexander's
ALX
$1.23B
$7.97K ﹤0.01%
+35
MLPA icon
880
Global X MLP ETF
MLPA
$1.95B
$7.93K ﹤0.01%
158
SMR icon
881
NuScale Power
SMR
$5.71B
$7.91K ﹤0.01%
200
-2,695
MSA icon
882
Mine Safety
MSA
$7.23B
$7.88K ﹤0.01%
+46
MTN icon
883
Vail Resorts
MTN
$5.06B
$7.86K ﹤0.01%
+50
CNA icon
884
CNA Financial
CNA
$12.6B
$7.86K ﹤0.01%
+169
LW icon
885
Lamb Weston
LW
$6.02B
$7.86K ﹤0.01%
150
IXN icon
886
iShares Global Tech ETF
IXN
$6.77B
$7.85K ﹤0.01%
85
CVE icon
887
Cenovus Energy
CVE
$34B
$7.84K ﹤0.01%
+565
PGX icon
888
Invesco Preferred ETF
PGX
$4.04B
$7.83K ﹤0.01%
704
ALE
889
DELISTED
Allete
ALE
$7.83K ﹤0.01%
+121
INGR icon
890
Ingredion
INGR
$7.3B
$7.8K ﹤0.01%
+57
GOOD
891
Gladstone Commercial Corp
GOOD
$567M
$7.77K ﹤0.01%
+536
ESGR
892
DELISTED
Enstar Group
ESGR
$7.77K ﹤0.01%
+23
FRME icon
893
First Merchants
FRME
$2.2B
$7.75K ﹤0.01%
+195
WASH icon
894
Washington Trust Bancorp
WASH
$580M
$7.72K ﹤0.01%
+269
WY icon
895
Weyerhaeuser
WY
$19.5B
$7.71K ﹤0.01%
300
-156
EQT icon
896
EQT Corp
EQT
$31.5B
$7.69K ﹤0.01%
+138
CMCO icon
897
Columbus McKinnon
CMCO
$597M
$7.67K ﹤0.01%
+489
NVR icon
898
NVR
NVR
$20.7B
$7.67K ﹤0.01%
+1
SLYV icon
899
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$7.66K ﹤0.01%
96
PPL icon
900
PPL Corp
PPL
$27.2B
$7.65K ﹤0.01%
+225