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
POOL icon
926
Pool Corp
POOL
$9.97B
$7K ﹤0.01%
+23
DGX icon
927
Quest Diagnostics
DGX
$21.2B
$6.99K ﹤0.01%
+39
PTEN icon
928
Patterson-UTI
PTEN
$2.7B
$6.99K ﹤0.01%
+1,146
REFI
929
Chicago Atlantic Real Estate Finance
REFI
$267M
$6.98K ﹤0.01%
500
ICFI icon
930
ICF International
ICFI
$1.79B
$6.97K ﹤0.01%
+80
GLPI icon
931
Gaming and Leisure Properties
GLPI
$12.7B
$6.92K ﹤0.01%
+146
CIVI icon
932
Civitas Resources
CIVI
$2.27B
$6.92K ﹤0.01%
+235
CRON
933
Cronos Group
CRON
$992M
$6.9K ﹤0.01%
3,600
WNS
934
DELISTED
WNS Holdings
WNS
$6.89K ﹤0.01%
109
CC icon
935
Chemours
CC
$2.33B
$6.87K ﹤0.01%
600
TRNO icon
936
Terreno Realty
TRNO
$6.31B
$6.84K ﹤0.01%
+121
SPCE icon
937
Virgin Galactic
SPCE
$222M
$6.83K ﹤0.01%
2,500
+500
LNT icon
938
Alliant Energy
LNT
$17.2B
$6.81K ﹤0.01%
+111
TSLX icon
939
Sixth Street Specialty
TSLX
$2.12B
$6.8K ﹤0.01%
+286
AMRN
940
Amarin Corp
AMRN
$310M
$6.8K ﹤0.01%
419
-403
SWX icon
941
Southwest Gas
SWX
$6.2B
$6.77K ﹤0.01%
+90
JHX icon
942
James Hardie Industries
JHX
$13.9B
$6.77K ﹤0.01%
+241
NXST icon
943
Nexstar Media Group
NXST
$6.62B
$6.76K ﹤0.01%
+38
AEM icon
944
Agnico Eagle Mines
AEM
$101B
$6.72K ﹤0.01%
+57
PCVX icon
945
Vaxcyte
PCVX
$6.29B
$6.69K ﹤0.01%
+203
ZM icon
946
Zoom
ZM
$24.1B
$6.63K ﹤0.01%
85
MDAI icon
947
Spectral AI
MDAI
$49.4M
$6.57K ﹤0.01%
2,650
WK icon
948
Workiva
WK
$4.76B
$6.55K ﹤0.01%
+96
JHMM icon
949
John Hancock Multifactor Mid Cap ETF
JHMM
$4.83B
$6.54K ﹤0.01%
107
BOTZ icon
950
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$6.53K ﹤0.01%
200