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
BHM icon
1126
Bluerock Homes Trust
BHM
$45.2M
$1.33K ﹤0.01%
125
CXT icon
1127
Crane NXT
CXT
$2.36B
$1.32K ﹤0.01%
+28
CUBI icon
1128
Customers Bancorp
CUBI
$2.49B
$1.32K ﹤0.01%
+18
ASTS icon
1129
AST SpaceMobile
ASTS
$24.8B
$1.31K ﹤0.01%
+18
APG icon
1130
APi Group
APG
$19B
$1.3K ﹤0.01%
+34
BTBT icon
1131
Bit Digital
BTBT
$689M
$1.28K ﹤0.01%
675
TREX icon
1132
Trex
TREX
$4.02B
$1.26K ﹤0.01%
+36
AIV
1133
Aimco
AIV
$609M
$1.25K ﹤0.01%
+211
ZG icon
1134
Zillow
ZG
$8.81B
$1.23K ﹤0.01%
+18
EME icon
1135
Emcor
EME
$41.1B
$1.22K ﹤0.01%
+2
GSAT icon
1136
Globalstar
GSAT
$10.6B
$1.22K ﹤0.01%
+20
VOYA icon
1137
Voya Financial
VOYA
$7.39B
$1.19K ﹤0.01%
+16
ACGL icon
1138
Arch Capital
ACGL
$32.8B
$1.15K ﹤0.01%
+12
FYBR
1139
DELISTED
Frontier Communications
FYBR
$1.14K ﹤0.01%
+30
PHIN icon
1140
Phinia Inc
PHIN
$2.96B
$1.13K ﹤0.01%
18
CWT icon
1141
California Water Service
CWT
$2.6B
$1.13K ﹤0.01%
+26
RNR icon
1142
RenaissanceRe
RNR
$12.4B
$1.13K ﹤0.01%
+4
HGV icon
1143
Hilton Grand Vacations
HGV
$3.62B
$1.12K ﹤0.01%
25
NWL icon
1144
Newell Brands
NWL
$1.72B
$1.12K ﹤0.01%
300
VIAV icon
1145
Viavi Solutions
VIAV
$12.4B
$1.1K ﹤0.01%
62
WST icon
1146
West Pharmaceutical
WST
$21.1B
$1.1K ﹤0.01%
+4
ROKU icon
1147
Roku
ROKU
$18.7B
$1.08K ﹤0.01%
+10
ELPC icon
1148
Copel
ELPC
$8.83B
$1.08K ﹤0.01%
+114
LMND icon
1149
Lemonade
LMND
$4.11B
$1.07K ﹤0.01%
+15
POR icon
1150
Portland General Electric
POR
$5.57B
$1.06K ﹤0.01%
+22