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
ULY icon
1076
Urgent.ly
ULY
$5.3M
$1.06K ﹤0.01%
166
HGV icon
1077
Hilton Grand Vacations
HGV
$4B
$1.04K ﹤0.01%
25
-10
VNCE icon
1078
Vince Holding Corp
VNCE
$37.2M
$1.01K ﹤0.01%
700
ACHR icon
1079
Archer Aviation
ACHR
$6.5B
$988 ﹤0.01%
100
LEVI icon
1080
Levi Strauss
LEVI
$8.5B
$925 ﹤0.01%
50
YUMC icon
1081
Yum China
YUMC
$16.8B
$849 ﹤0.01%
19
PHIN icon
1082
Phinia Inc
PHIN
$2.67B
$801 ﹤0.01%
18
MCHP icon
1083
Microchip Technology
MCHP
$40.4B
$788 ﹤0.01%
+11
STKH
1084
Steakholder Foods
STKH
$3.31M
$788 ﹤0.01%
63
+25
LODE icon
1085
Comstock
LODE
$210M
$758 ﹤0.01%
200
ONL
1086
Orion Office REIT
ONL
$121M
$703 ﹤0.01%
330
JBLU icon
1087
JetBlue
JBLU
$1.96B
$635 ﹤0.01%
150
VIAV icon
1088
Viavi Solutions
VIAV
$4.15B
$624 ﹤0.01%
62
GRRR
1089
Gorilla Technology Group
GRRR
$323M
$597 ﹤0.01%
30
+5
PK icon
1090
Park Hotels & Resorts
PK
$2.28B
$563 ﹤0.01%
55
-22
RGR icon
1091
Sturm, Ruger & Co
RGR
$602M
$539 ﹤0.01%
15
SOUN icon
1092
SoundHound AI
SOUN
$4.66B
$537 ﹤0.01%
50
OPEN icon
1093
Opendoor
OPEN
$6.36B
$533 ﹤0.01%
1,033
SOLV icon
1094
Solventum
SOLV
$13.8B
$531 ﹤0.01%
7
SPB icon
1095
Spectrum Brands
SPB
$1.45B
$530 ﹤0.01%
10
VSAT icon
1096
Viasat
VSAT
$6.21B
$526 ﹤0.01%
36
DXC icon
1097
DXC Technology
DXC
$2.54B
$520 ﹤0.01%
34
-34
EDIT icon
1098
Editas Medicine
EDIT
$198M
$440 ﹤0.01%
200
SNAP icon
1099
Snap
SNAP
$12.9B
$435 ﹤0.01%
50
RWX icon
1100
SPDR Dow Jones International Real Estate ETF
RWX
$303M
$329 ﹤0.01%
12