WIM
Westside Investment Management Portfolio holdings
AUM
$626M
1-Year Est. Return
27.18%
1 Year Est. Return
+27.18%
AUM
$539M
AUM Growth
+$69.8M
(+15%)
Holding
1,340
Top Buys
| 1 | +$904K | |
| 2 | +$873K | |
| 3 | +$719K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$662K |
| 5 |
Meta Platforms (Facebook)
META
|
+$646K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$1.1M | |
| 3 | +$894K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$751K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$738K |
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 | |
|---|---|---|---|---|---|---|
1151
PBF Energy
PBF
$4.52B
| – | – |
-420
|
|
||
1152
PIMCO Dynamic Income Fund
PDI
$7.54B
| – | – |
-3,308
|
|
||
1153
PJT Partners
PJT
$4.05B
| – | – |
-8
|
|
||
1154
Primerica
PRI
$8.11B
| – | – |
-13
|
|
||
1155
Invesco Dorsey Wright Technology Momentum ETF
PTF
$383M
| – | – |
0
|
|
||
1156
Qorvo
QRVO
$7.85B
| – | – |
-50
|
|
||
1157
Quantum Computing Inc
QUBT
$2.37B
| – | – |
-100
|
|
||
1158
RBC Bearings
RBC
$13.7B
| – | – |
-11
|
|
||
1159
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| – | – |
-737
|
|
||
1160
Simplify Volatility Premium ETF
SVOL
$724M
| – | – |
-86
|
|
||
1161
Stanley Black & Decker
SWK
$10.2B
| – | – |
-28
|
|
||
1162
Thor Industries
THO
$5.21B
| – | – |
-21
|
|
||
1163
Watsco Inc
WSO
$13.9B
| – | – |
-11
|
|
||
|
WW
1164
DELISTED
WW International
WW
| – | – |
-1,600
|
|
||
|
X
1165
DELISTED
US Steel
X
| – | – |
-400
|
|
||
1166
Xerox
XRX
$352M
| – | – |
-600
|
|
||
1167
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
| – | – |
-63
|
|
||
|
PDLI
1168
DELISTED
PDL BioPharma, Inc.
PDLI
| $0 | ﹤0.01% |
500
|
|