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
JXN icon
1026
Jackson Financial
JXN
$7.81B
$4.27K ﹤0.01%
40
CNI icon
1027
Canadian National Railway
CNI
$68.3B
$4.11K ﹤0.01%
41
MELI icon
1028
Mercado Libre
MELI
$81.4B
$3.95K ﹤0.01%
2
BIDU icon
1029
Baidu
BIDU
$48.6B
$3.92K ﹤0.01%
30
QCLN icon
1030
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$793M
$3.9K ﹤0.01%
84
JHSC icon
1031
John Hancock Multifactor Small Cap ETF
JHSC
$663M
$3.86K ﹤0.01%
92
NRG icon
1032
NRG Energy
NRG
$28.2B
$3.82K ﹤0.01%
+24
MDAI icon
1033
Spectral AI
MDAI
$69.1M
$3.76K ﹤0.01%
2,650
ASST icon
1034
Strive Inc
ASST
$1.3B
$3.69K ﹤0.01%
250
+200
TOST icon
1035
Toast
TOST
$13.5B
$3.55K ﹤0.01%
100
BTCO icon
1036
Invesco Galaxy Bitcoin ETF
BTCO
$548M
$3.49K ﹤0.01%
40
DOW icon
1037
Dow Inc
DOW
$27.8B
$3.48K ﹤0.01%
149
+12
BIL icon
1038
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.6B
$3.47K ﹤0.01%
38
STKH
1039
Steakholder Foods
STKH
$2.14M
$3.47K ﹤0.01%
1,500
+1,250
AVY icon
1040
Avery Dennison
AVY
$12.2B
$3.46K ﹤0.01%
+19
MNKD icon
1041
MannKind Corp
MNKD
$986M
$3.4K ﹤0.01%
600
CTRA
1042
DELISTED
Coterra Energy
CTRA
$3.32K ﹤0.01%
+126
EZBC icon
1043
Franklin Bitcoin ETF
EZBC
$484M
$3.29K ﹤0.01%
65
MTG icon
1044
MGIC Investment
MTG
$5.48B
$3.27K ﹤0.01%
+112
RIO icon
1045
Rio Tinto
RIO
$179B
$3.2K ﹤0.01%
40
+16
CRS icon
1046
Carpenter Technology
CRS
$21.3B
$3.15K ﹤0.01%
+10
PRCT icon
1047
Procept Biorobotics
PRCT
$1.49B
$3.15K ﹤0.01%
+100
HE icon
1048
Hawaiian Electric Industries
HE
$2.32B
$3.14K ﹤0.01%
255
-460
IPWR icon
1049
Ideal Power
IPWR
$87.8M
$3.09K ﹤0.01%
+1,000
MARA icon
1050
Marathon Digital Holdings
MARA
$5.04B
$3.07K ﹤0.01%
342