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
MXL icon
1051
MaxLinear
MXL
$7.92B
$3.05K ﹤0.01%
175
CLX icon
1052
Clorox
CLX
$11.1B
$3.02K ﹤0.01%
30
-38
FHB icon
1053
First Hawaiian
FHB
$3.25B
$3.01K ﹤0.01%
119
+19
AMRN
1054
Amarin Corp
AMRN
$311M
$2.99K ﹤0.01%
214
DRIV icon
1055
Global X Autonomous & Electric Vehicles ETF
DRIV
$437M
$2.96K ﹤0.01%
100
VNCE icon
1056
Vince Holding Corp
VNCE
$54.6M
$2.86K ﹤0.01%
700
RDN icon
1057
Radian Group
RDN
$4.95B
$2.84K ﹤0.01%
+79
SMR icon
1058
NuScale Power
SMR
$4.2B
$2.83K ﹤0.01%
200
IMVP
1059
Invesco India ETF
IMVP
$152M
$2.82K ﹤0.01%
+116
FFIV icon
1060
F5
FFIV
$20.3B
$2.81K ﹤0.01%
+11
KW icon
1061
Kennedy-Wilson Holdings
KW
$1.53B
$2.74K ﹤0.01%
283
SATS icon
1062
EchoStar
SATS
$39.3B
$2.72K ﹤0.01%
+25
MTW icon
1063
Manitowoc
MTW
$461M
$2.7K ﹤0.01%
225
PCOR icon
1064
Procore
PCOR
$7.02B
$2.66K ﹤0.01%
38
INSM icon
1065
Insmed
INSM
$25.1B
$2.61K ﹤0.01%
+15
SSYS icon
1066
Stratasys
SSYS
$752M
$2.6K ﹤0.01%
+300
HNST icon
1067
The Honest Company
HNST
$360M
$2.58K ﹤0.01%
+1,000
HUM icon
1068
Humana
HUM
$36B
$2.56K ﹤0.01%
+10
RXO icon
1069
RXO
RXO
$2.9B
$2.53K ﹤0.01%
200
TER icon
1070
Teradyne
TER
$56B
$2.52K ﹤0.01%
+13
PRIM icon
1071
Primoris Services
PRIM
$6.37B
$2.48K ﹤0.01%
+20
LSTR icon
1072
Landstar System
LSTR
$5.82B
$2.44K ﹤0.01%
+17
CPT icon
1073
Camden Property Trust
CPT
$10.3B
$2.42K ﹤0.01%
+22
SMIN icon
1074
iShares MSCI India Small-Cap ETF
SMIN
$627M
$2.38K ﹤0.01%
+34
GATX icon
1075
GATX Corp
GATX
$6.28B
$2.37K ﹤0.01%
+14