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
IVE icon
876
iShares S&P 500 Value ETF
IVE
$49.7B
$10.6K ﹤0.01%
50
MUR icon
877
Murphy Oil
MUR
$5.58B
$10.6K ﹤0.01%
326
SCHE icon
878
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$10.6K ﹤0.01%
323
WBD icon
879
Warner Bros
WBD
$68B
$10.6K ﹤0.01%
367
-196
SMMD icon
880
iShares Russell 2500 ETF
SMMD
$3.08B
$10.6K ﹤0.01%
141
ADNT icon
881
Adient
ADNT
$1.77B
$10.5K ﹤0.01%
552
PINS icon
882
Pinterest
PINS
$10.7B
$10.5K ﹤0.01%
400
-200
AKZOY
883
DELISTED
Akzo Nobel NV
AKZOY
$10.5K ﹤0.01%
450
TLK icon
884
Telkom Indonesia
TLK
$16.7B
$10.5K ﹤0.01%
496
+72
NOK icon
885
Nokia
NOK
$80.7B
$10.3K ﹤0.01%
1,582
CMRE icon
886
Costamare
CMRE
$2.11B
$10.3K ﹤0.01%
655
IGV icon
887
iShares Expanded Tech-Software Sector ETF
IGV
$12.8B
$10.3K ﹤0.01%
100
BSV icon
888
Vanguard Short-Term Bond ETF
BSV
$44.5B
$10.2K ﹤0.01%
130
TCOM icon
889
Trip.com Group
TCOM
$31.7B
$10.2K ﹤0.01%
137
IEI icon
890
iShares 3-7 Year Treasury Bond ETF
IEI
$18.5B
$10.1K ﹤0.01%
85
LEG icon
891
Leggett & Platt
LEG
$1.29B
$10.1K ﹤0.01%
921
GIS icon
892
General Mills
GIS
$17.7B
$10.1K ﹤0.01%
220
TXT icon
893
Textron
TXT
$15.9B
$10K ﹤0.01%
115
+15
VEEV icon
894
Veeva Systems
VEEV
$25.5B
$9.93K ﹤0.01%
45
+14
EIM
895
Eaton Vance Municipal Bond Fund
EIM
$509M
$9.93K ﹤0.01%
1,020
FLNC icon
896
Fluence Energy
FLNC
$2.78B
$9.89K ﹤0.01%
500
MTD icon
897
Mettler-Toledo International
MTD
$21.1B
$9.88K ﹤0.01%
7
TPYP icon
898
Tortoise North American Pipeline ETF
TPYP
$883M
$9.85K ﹤0.01%
279
WAB icon
899
Wabtec
WAB
$45.7B
$9.83K ﹤0.01%
46
ICL icon
900
ICL Group
ICL
$8.48B
$9.74K ﹤0.01%
1,682