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
AVA icon
1201
Avista
AVA
$3.39B
$501 ﹤0.01%
+13
CNH
1202
CNH Industrial
CNH
$13.4B
$498 ﹤0.01%
+54
ULY
1203
DELISTED
Urgent.ly
ULY
$485 ﹤0.01%
166
SNDK
1204
Sandisk
SNDK
$208B
$475 ﹤0.01%
+2
NTNX icon
1205
Nutanix
NTNX
$12.1B
$465 ﹤0.01%
+9
TPG icon
1206
TPG
TPG
$6.9B
$447 ﹤0.01%
+7
FRSH icon
1207
Freshworks
FRSH
$2.26B
$441 ﹤0.01%
+36
SSNC icon
1208
SS&C Technologies
SSNC
$15.7B
$437 ﹤0.01%
+5
AKAM icon
1209
Akamai
AKAM
$22.7B
$436 ﹤0.01%
+5
SCHH icon
1210
Schwab US REIT ETF
SCHH
$9.93B
$418 ﹤0.01%
20
-410
SNAP icon
1211
Snap
SNAP
$8.75B
$404 ﹤0.01%
50
PVH icon
1212
PVH
PVH
$3.71B
$402 ﹤0.01%
+6
ZTR
1213
Virtus Total Return Fund
ZTR
$335M
$397 ﹤0.01%
+62
BRKR icon
1214
Bruker
BRKR
$6.76B
$377 ﹤0.01%
+8
GIL icon
1215
Gildan
GIL
$10.5B
$375 ﹤0.01%
+6
PGX icon
1216
Invesco Preferred ETF
PGX
$3.91B
$360 ﹤0.01%
32
-672
GAP
1217
The Gap Inc
GAP
$7.81B
$358 ﹤0.01%
+14
ASH icon
1218
Ashland
ASH
$2.58B
$352 ﹤0.01%
+6
TUSK icon
1219
Mammoth Energy Services
TUSK
$166M
$346 ﹤0.01%
+187
CCOI icon
1220
Cogent Communications
CCOI
$804M
$345 ﹤0.01%
+16
CROX icon
1221
Crocs
CROX
$4.83B
$342 ﹤0.01%
+4
RWX icon
1222
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$336 ﹤0.01%
12
JHX icon
1223
James Hardie Industries
JHX
$11.5B
$332 ﹤0.01%
16
-466
LUMN icon
1224
Lumen
LUMN
$10.5B
$326 ﹤0.01%
42
IAC icon
1225
IAC Inc
IAC
$3.01B
$313 ﹤0.01%
+8