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
FNDX icon
976
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$5.84K ﹤0.01%
238
PTH icon
977
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$123M
$5.83K ﹤0.01%
150
WD icon
978
Walker & Dunlop
WD
$2.23B
$5.79K ﹤0.01%
+80
PCG icon
979
PG&E
PCG
$34.3B
$5.76K ﹤0.01%
+408
BLOK icon
980
Amplify Blockchain Technology ETF
BLOK
$1.31B
$5.71K ﹤0.01%
100
WOOF icon
981
Petco
WOOF
$835M
$5.66K ﹤0.01%
2,000
DOC icon
982
Healthpeak Properties
DOC
$12.4B
$5.65K ﹤0.01%
+316
INVH icon
983
Invitation Homes
INVH
$17B
$5.64K ﹤0.01%
+172
CAG icon
984
Conagra Brands
CAG
$8.11B
$5.62K ﹤0.01%
+267
BALL icon
985
Ball Corp
BALL
$15B
$5.61K ﹤0.01%
100
EFG icon
986
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$5.6K ﹤0.01%
50
FFIC icon
987
Flushing Financial
FFIC
$522M
$5.49K ﹤0.01%
+448
IQ icon
988
iQIYI
IQ
$1.87B
$5.49K ﹤0.01%
3,100
-400
JHMD icon
989
John Hancock Multifactor Developed International ETF
JHMD
$1.05B
$5.43K ﹤0.01%
142
SFM icon
990
Sprouts Farmers Market
SFM
$7.65B
$5.43K ﹤0.01%
33
HP icon
991
Helmerich & Payne
HP
$3.19B
$5.41K ﹤0.01%
+340
KYN icon
992
Kayne Anderson Energy Infrastructure Fund
KYN
$2.13B
$5.37K ﹤0.01%
422
FYEE icon
993
Fidelity Yield Enhanced Equity ETF
FYEE
$133M
$5.25K ﹤0.01%
+200
PLUG icon
994
Plug Power
PLUG
$3.28B
$5.21K ﹤0.01%
3,500
WBD icon
995
Warner Bros
WBD
$70.9B
$5.08K ﹤0.01%
443
-539
MELI icon
996
Mercado Libre
MELI
$105B
$5K ﹤0.01%
2
AIZ icon
997
Assurant
AIZ
$11.7B
$4.94K ﹤0.01%
25
DJT icon
998
Trump Media & Technology Group
DJT
$3.84B
$4.78K ﹤0.01%
265
VPU icon
999
Vanguard Utilities ETF
VPU
$8.02B
$4.77K ﹤0.01%
27
DRIV icon
1000
Global X Autonomous & Electric Vehicles ETF
DRIV
$362M
$4.66K ﹤0.01%
200