WIM
Westside Investment Management Portfolio holdings
AUM
$539M
This Quarter Return
-13.45%
1 Year Return
+24.46%
3 Year Return
+83.38%
5 Year Return
+148.36%
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
685
New
683
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$128M |
| 2 |
CRON
Cronos Group
CRON
|
$2.48M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.98M |
| 4 |
Amazon
AMZN
|
$559K |
| 5 |
Alibaba
BABA
|
$495K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 88.7% |
| 2 | Healthcare | 2.69% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Communication Services | 0.48% |
| 5 | Consumer Staples | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Berkshire Hathaway Class B
BRK.B
$1.09T
| $16.8K | 0.01% | +16,647 | New | +$16.8K |
|
102
McDonald's
MCD
$224B
| $16.6K | 0.01% | +424 | New | +$16.6K |
|
103
Box
BOX
$4.73B
| $16.3K | 0.01% | +1,294 | New | +$16.3K |
|
|
TTM
104
DELISTED
Tata Motors Limited
TTM
| $16.1K | 0.01% | +5,300 | New | +$16.1K |
|
105
Salesforce
CRM
$245B
| $14.5K | 0.01% | +648 | New | +$14.5K |
|
106
iShares Global Clean Energy ETF
ICLN
$1.56B
| $14.3K | 0.01% | +2,750 | New | +$14.3K |
|
|
WRK
107
DELISTED
WestRock Company
WRK
| $14.1K | 0.01% | +500 | New | +$14.1K |
|
108
Blink Charging
BLNK
$124M
| $13.7K | 0.01% | +976 | New | +$13.7K |
|
109
3M
MMM
$82.8B
| $13.7K | 0.01% | +281 | New | +$13.7K |
|
110
Beyond Meat
BYND
$192M
| $13.4K | 0.01% | +675 | New | +$13.4K |
|
|
ATVI
111
DELISTED
Activision Blizzard Inc.
ATVI
| $11.9K | 0.01% | +700 | New | +$11.9K |
|
112
Snap
SNAP
$12.1B
| $11.9K | 0.01% | +1,650 | New | +$11.9K |
|
113
Weyerhaeuser
WY
$18.7B
| $11.9K | 0.01% | +2,500 | New | +$11.9K |
|
114
Exxon Mobil
XOM
$487B
| $11.6K | 0.01% | +5,428 | New | +$11.6K |
|
115
AbbVie
ABBV
$372B
| $11.4K | 0.01% | +15,748 | New | +$11.4K |
|
116
Cisco
CSCO
$274B
| $11K | 0.01% | +34,432 | New | +$11K |
|
117
General Mills
GIS
$26.4B
| $10.6K | 0.01% | +900 | New | +$10.6K |
|
118
Chemours
CC
$2.31B
| $8.88K | 0.01% | +1,600 | New | +$8.88K |
|
119
Virgin Galactic
SPCE
$179M
| $7.4K | 0.01% | +1,000 | New | +$7.4K |
|
120
Oracle
ORCL
$635B
| $7.21K | ﹤0.01% | +25,192 | New | +$7.21K |
|
121
Coca-Cola
KO
$297B
| $6.75K | ﹤0.01% | +2,481 | New | +$6.75K |
|
122
Arcos Dorados Holdings
ARCO
$1.47B
| $6.68K | ﹤0.01% | +2,000 | New | +$6.68K |
|
123
Nokia
NOK
$23.1B
| $6.2K | ﹤0.01% | +2,190 | New | +$6.2K |
|
124
eBay
EBAY
$41.4B
| $6.09K | ﹤0.01% | +2,853 | New | +$6.09K |
|
125
Vanguard Total Stock Market ETF
VTI
$526B
| $5.63K | ﹤0.01% | +43,699 | New | +$5.63K |
|