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
SPSC icon
901
SPS Commerce
SPSC
$3.08B
$7.64K ﹤0.01%
+55
JHML icon
902
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
$7.63K ﹤0.01%
104
HE icon
903
Hawaiian Electric Industries
HE
$2.01B
$7.6K ﹤0.01%
715
HOLX icon
904
Hologic
HOLX
$16.5B
$7.58K ﹤0.01%
+116
LDOS icon
905
Leidos
LDOS
$24.5B
$7.56K ﹤0.01%
+47
IQV icon
906
IQVIA
IQV
$37.6B
$7.48K ﹤0.01%
+46
UNIT
907
Uniti Group
UNIT
$1.55B
$7.47K ﹤0.01%
+1,697
EBC icon
908
Eastern Bankshares
EBC
$3.96B
$7.45K ﹤0.01%
+476
TFSL icon
909
TFS Financial
TFSL
$3.83B
$7.42K ﹤0.01%
+567
PINC icon
910
Premier
PINC
$2.33B
$7.39K ﹤0.01%
+340
SCHO icon
911
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$7.36K ﹤0.01%
302
NSC icon
912
Norfolk Southern
NSC
$63.7B
$7.35K ﹤0.01%
+28
RSPT icon
913
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.26B
$7.34K ﹤0.01%
180
RNW icon
914
ReNew
RNW
$2.72B
$7.23K ﹤0.01%
+1,062
AVT icon
915
Avnet
AVT
$3.78B
$7.17K ﹤0.01%
+133
SBAC icon
916
SBA Communications
SBAC
$21B
$7.16K ﹤0.01%
+30
GPC icon
917
Genuine Parts
GPC
$17.7B
$7.16K ﹤0.01%
59
CCI icon
918
Crown Castle
CCI
$39.9B
$7.16K ﹤0.01%
+69
EFX icon
919
Equifax
EFX
$25.4B
$7.13K ﹤0.01%
+27
BAX icon
920
Baxter International
BAX
$9.49B
$7.12K ﹤0.01%
+228
CRH icon
921
CRH
CRH
$73.4B
$7.09K ﹤0.01%
+76
WPC icon
922
W.P. Carey
WPC
$14.8B
$7.05K ﹤0.01%
+112
HSY icon
923
Hershey
HSY
$36.3B
$7.03K ﹤0.01%
+40
MTH icon
924
Meritage Homes
MTH
$4.7B
$7.03K ﹤0.01%
+99
FIS icon
925
Fidelity National Information Services
FIS
$33.3B
$7K ﹤0.01%
+85