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
MXL icon
1051
MaxLinear
MXL
$1.21B
$2.49K ﹤0.01%
175
QLTA icon
1052
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$2.3K ﹤0.01%
48
IPWR icon
1053
Ideal Power
IPWR
$34.6M
$2.27K ﹤0.01%
500
MNKD icon
1054
MannKind Corp
MNKD
$1.55B
$2.24K ﹤0.01%
600
DBB icon
1055
Invesco DB Base Metals Fund
DBB
$135M
$1.94K ﹤0.01%
100
KW icon
1056
Kennedy-Wilson Holdings
KW
$1.33B
$1.92K ﹤0.01%
283
TEAM icon
1057
Atlassian
TEAM
$39.9B
$1.87K ﹤0.01%
9
HYDR icon
1058
Global X Hydrogen ETF
HYDR
$60.2M
$1.86K ﹤0.01%
80
OGN icon
1059
Organon & Co
OGN
$1.96B
$1.84K ﹤0.01%
190
QTUM icon
1060
Defiance Quantum ETF
QTUM
$2.43B
$1.84K ﹤0.01%
20
MC icon
1061
Moelis & Co
MC
$4.69B
$1.81K ﹤0.01%
29
VOD icon
1062
Vodafone
VOD
$29.4B
$1.8K ﹤0.01%
168
NWL icon
1063
Newell Brands
NWL
$1.43B
$1.62K ﹤0.01%
300
BHM icon
1064
Bluerock Homes Trust
BHM
$36.5M
$1.56K ﹤0.01%
125
DFH icon
1065
Dream Finders Homes
DFH
$1.77B
$1.51K ﹤0.01%
60
BTBT icon
1066
Bit Digital
BTBT
$775M
$1.48K ﹤0.01%
675
RIO icon
1067
Rio Tinto
RIO
$115B
$1.4K ﹤0.01%
24
AMX icon
1068
America Movil
AMX
$70B
$1.35K ﹤0.01%
+75
PATH icon
1069
UiPath
PATH
$7.45B
$1.28K ﹤0.01%
100
MED icon
1070
Medifast
MED
$125M
$1.26K ﹤0.01%
90
CGW icon
1071
Invesco S&P Global Water Index ETF
CGW
$1.01B
$1.25K ﹤0.01%
20
CHPT icon
1072
ChargePoint
CHPT
$202M
$1.24K ﹤0.01%
89
-15
SIRI icon
1073
SiriusXM
SIRI
$7.24B
$1.15K ﹤0.01%
50
-47
RAL
1074
Ralliant Corp
RAL
$5.35B
$1.09K ﹤0.01%
+23
VTS icon
1075
Vitesse Energy
VTS
$817M
$1.08K ﹤0.01%
49