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
HALO icon
1076
Halozyme
HALO
$8.17B
$2.36K ﹤0.01%
+35
QLTA icon
1077
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.49B
$2.31K ﹤0.01%
48
BAP icon
1078
Credicorp
BAP
$25.8B
$2.3K ﹤0.01%
+8
DBB icon
1079
Invesco DB Base Metals Fund
DBB
$324M
$2.29K ﹤0.01%
100
LPX icon
1080
Louisiana-Pacific
LPX
$5.13B
$2.26K ﹤0.01%
+28
VOD icon
1081
Vodafone
VOD
$35.9B
$2.23K ﹤0.01%
168
QTUM icon
1082
Defiance Quantum ETF
QTUM
$4.79B
$2.19K ﹤0.01%
20
U icon
1083
Unity
U
$11.9B
$2.12K ﹤0.01%
+48
BPOP icon
1084
Popular Inc
BPOP
$9.4B
$2.12K ﹤0.01%
+17
EMBJ
1085
Embraer S.A. ADS
EMBJ
$10.4B
$2.06K ﹤0.01%
+32
EIX icon
1086
Edison International
EIX
$27.1B
$2.04K ﹤0.01%
+34
KSA icon
1087
iShares MSCI Saudi Arabia ETF
KSA
$708M
$2.04K ﹤0.01%
+56
PEGA icon
1088
Pegasystems
PEGA
$5.57B
$2.03K ﹤0.01%
+34
LAD icon
1089
Lithia Motors
LAD
$6.29B
$1.99K ﹤0.01%
+6
MC icon
1090
Moelis & Co
MC
$4.89B
$1.99K ﹤0.01%
29
UDR icon
1091
UDR
UDR
$12.2B
$1.98K ﹤0.01%
+54
BE icon
1092
Bloom Energy
BE
$86.5B
$1.91K ﹤0.01%
+22
SBS icon
1093
Sabesp
SBS
$20.8B
$1.86K ﹤0.01%
+78
GPN icon
1094
Global Payments
GPN
$18.5B
$1.86K ﹤0.01%
+24
SKM icon
1095
SK Telecom
SKM
$15.1B
$1.85K ﹤0.01%
+90
OZK icon
1096
Bank OZK
OZK
$5.17B
$1.84K ﹤0.01%
+40
NTRA icon
1097
Natera
NTRA
$28.5B
$1.83K ﹤0.01%
+8
MASI icon
1098
Masimo
MASI
$9.34B
$1.82K ﹤0.01%
+14
NOV icon
1099
NOV
NOV
$7.41B
$1.78K ﹤0.01%
+114
COLB icon
1100
Columbia Banking Systems
COLB
$8.46B
$1.76K ﹤0.01%
+63