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
BKLN icon
901
Invesco Senior Loan ETF
BKLN
$6.94B
$9.68K ﹤0.01%
461
BNTX icon
902
BioNTech
BNTX
$23.3B
$9.67K ﹤0.01%
100
SPCE icon
903
Virgin Galactic
SPCE
$272M
$9.63K ﹤0.01%
3,000
NAT icon
904
Nordic American Tanker
NAT
$1.17B
$9.51K ﹤0.01%
2,822
TLRY icon
905
Tilray
TLRY
$658M
$9.46K ﹤0.01%
1,025
-530
OVV icon
906
Ovintiv
OVV
$16.4B
$9.34K ﹤0.01%
233
+24
BMO icon
907
Bank of Montreal
BMO
$108B
$9.25K ﹤0.01%
70
FERG icon
908
Ferguson
FERG
$45B
$9.22K ﹤0.01%
41
IBIT icon
909
iShares Bitcoin Trust
IBIT
$67B
$9.19K ﹤0.01%
185
CEF icon
910
Sprott Physical Gold and Silver Trust
CEF
$9.63B
$9.16K ﹤0.01%
200
YORW icon
911
York Water
YORW
$475M
$9.13K ﹤0.01%
288
IEP icon
912
Icahn Enterprises
IEP
$5.45B
$9.13K ﹤0.01%
+1,220
YEAR icon
913
AB Ultra Short Income ETF
YEAR
$1.47B
$9.09K ﹤0.01%
180
EWZ icon
914
iShares MSCI Brazil ETF
EWZ
$10.8B
$9.02K ﹤0.01%
280
-3,570
SWK icon
915
Stanley Black & Decker
SWK
$12B
$9.01K ﹤0.01%
118
+6
IXN icon
916
iShares Global Tech ETF
IXN
$8.81B
$8.93K ﹤0.01%
85
PBR icon
917
Petrobras
PBR
$127B
$8.87K ﹤0.01%
745
+40
SRLN icon
918
State Street Blackstone Senior Loan ETF
SRLN
$5.21B
$8.83K ﹤0.01%
214
XP icon
919
XP
XP
$9.09B
$8.82K ﹤0.01%
545
SLYV icon
920
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.54B
$8.73K ﹤0.01%
96
NIE
921
Virtus Equity & Convertible Income Fund
NIE
$748M
$8.72K ﹤0.01%
350
HOLX
922
DELISTED
Hologic
HOLX
$8.65K ﹤0.01%
116
LDOS icon
923
Leidos
LDOS
$15.8B
$8.62K ﹤0.01%
47
ARKF icon
924
ARK Blockchain & Fintech Innovation ETF
ARKF
$844M
$8.57K ﹤0.01%
180
CMCO icon
925
Columbus McKinnon
CMCO
$431M
$8.41K ﹤0.01%
489