WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.89%
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
ELV icon
1151
Elevance Health
ELV
$71.5B
$1.05K ﹤0.01%
+3
LEVI icon
1152
Levi Strauss
LEVI
$8.91B
$1.04K ﹤0.01%
50
EG icon
1153
Everest Group
EG
$14B
$1.02K ﹤0.01%
+3
GWW icon
1154
W.W. Grainger
GWW
$55.1B
$1.01K ﹤0.01%
+1
SIRI icon
1155
SiriusXM
SIRI
$8.94B
$1K ﹤0.01%
50
TXRH icon
1156
Texas Roadhouse
TXRH
$10.6B
$996 ﹤0.01%
+6
NWSA icon
1157
News Corp Class A
NWSA
$14.4B
$993 ﹤0.01%
38
+29
KGC icon
1158
Kinross Gold
KGC
$38.8B
$976 ﹤0.01%
+34
VRSN icon
1159
VeriSign
VRSN
$24.3B
$972 ﹤0.01%
+4
CPNG icon
1160
Coupang
CPNG
$37.3B
$967 ﹤0.01%
+41
VTS icon
1161
Vitesse Energy
VTS
$755M
$944 ﹤0.01%
49
CSX icon
1162
CSX Corp
CSX
$80.5B
$943 ﹤0.01%
+26
AGX icon
1163
Argan
AGX
$8.53B
$940 ﹤0.01%
+3
YUMC icon
1164
Yum China
YUMC
$17.1B
$907 ﹤0.01%
19
DCGO icon
1165
DocGo
DCGO
$65.3M
$878 ﹤0.01%
1,000
GDDY icon
1166
GoDaddy
GDDY
$11.7B
$869 ﹤0.01%
+7
TTC icon
1167
Toro Company
TTC
$9.15B
$866 ﹤0.01%
+11
MP icon
1168
MP Materials
MP
$11.7B
$859 ﹤0.01%
+17
CORZ icon
1169
Core Scientific
CORZ
$6.26B
$844 ﹤0.01%
+58
IONQ icon
1170
IonQ
IONQ
$16.9B
$808 ﹤0.01%
+18
HHH icon
1171
Howard Hughes
HHH
$3.91B
$798 ﹤0.01%
+10
MAC icon
1172
Macerich
MAC
$5.54B
$757 ﹤0.01%
+41
LODE icon
1173
Comstock
LODE
$228M
$752 ﹤0.01%
200
LBTYA icon
1174
Liberty Global Class A
LBTYA
$4.22B
$735 ﹤0.01%
+66
MGNI icon
1175
Magnite
MGNI
$1.9B
$730 ﹤0.01%
+45