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WIM
Westside Investment Management Portfolio holdings
AUM
$761M
1-Year Est. Return
39.85%
This Fund
S&P 500
This Quarter
Est. Return
-13.45%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$412M
Cap. Flow
% of AUM
281.39%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
683
New
680
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$159M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$24.2M |
| 3 |
Microsoft
MSFT
|
+$11M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$9.17M |
| 5 |
Amazon
AMZN
|
+$7.88M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Berkshire Hathaway Class B
BRK.B
$1.13T
| $16.8K | 0.01% |
+16,647
| New | +$3.54M |
|
102
McDonald's
MCD
$195B
| $16.6K | 0.01% |
+424
| New | +$83.5K |
|
103
Box
BOX
$4.6B
| $16.3K | 0.01% |
+1,294
| New | +$19.3K |
|
|
TTM
104
DELISTED
Tata Motors Limited
TTM
| $16.1K | 0.01% |
+5,300
| New | +$53.2K |
|
105
Salesforce
CRM
$158B
| $14.5K | 0.01% |
+648
| New | +$111K |
|
106
iShares Global Clean Energy ETF
ICLN
$2.1B
| $14.3K | 0.01% |
+2,750
| New | +$32.6K |
|
|
WRK
107
DELISTED
WestRock Company
WRK
| $14.1K | 0.01% |
+500
| New | +$18K |
|
108
Blink Charging
BLNK
$87.9M
| $13.7K | 0.01% |
+976
| New | +$2.09K |
|
109
3M
MMM
$94.3B
| $13.7K | 0.01% |
+336
| New | +$44.2K |
|
110
Beyond Meat
BYND
$277M
| $13.4K | 0.01% |
+675
| New | +$65.5K |
|
|
ATVI
111
DELISTED
Activision Blizzard
ATVI
| $11.9K | 0.01% |
+700
| New | +$41.5K |
|
112
Snap
SNAP
$9.01B
| $11.9K | 0.01% |
+1,650
| New | +$25.3K |
|
113
Weyerhaeuser
WY
$18.4B
| $11.9K | 0.01% |
+2,500
| New | +$65.8K |
|
114
ExxonMobil
XOM
$634B
| $11.6K | 0.01% |
+5,428
| New | +$300K |
|
115
AbbVie
ABBV
$435B
| $11.4K | 0.01% |
+15,748
| New | +$1.34M |
|
116
Cisco
CSCO
$479B
| $11K | 0.01% |
+34,432
| New | +$1.51M |
|
117
General Mills
GIS
$19.7B
| $10.6K | 0.01% |
+900
| New | +$47.5K |
|
118
Chemours
CC
$2.37B
| $8.88K | 0.01% |
+1,600
| New | +$23.1K |
|
119
Virgin Galactic
SPCE
$398M
| $7.4K | 0.01% |
+50
| New | +$19K |
|
120
Oracle
ORCL
$423B
| $7.21K | ﹤0.01% |
+25,192
| New | +$1.3M |
|
121
Coca-Cola
KO
$375B
| $6.75K | ﹤0.01% |
+2,481
| New | +$134K |
|
122
Arcos Dorados Holdings
ARCO
$1.74B
| $6.68K | ﹤0.01% |
+2,056
| New | +$13.1K |
|
123
Nokia
NOK
$52.3B
| $6.2K | ﹤0.01% |
+2,190
| New | +$8.14K |
|
124
eBay
EBAY
$49.8B
| $6.09K | ﹤0.01% |
+2,853
| New | +$99.4K |
|
125
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
| $5.63K | ﹤0.01% |
+43,699
| New | +$6.76M |
|
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OM
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MWA
Westside Investment Management's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Westside Investment Management, which disclosed 683 positions worth $146M. Its ten largest holdings account for 93% of the portfolio.
Its largest position is Apple: 2,160,348 shares worth $128M.
By sector, the portfolio is most concentrated in Technology at 89% of assets, followed by Healthcare and Consumer Discretionary.
- Westside Investment Management's largest Q1 2020 buy was Apple: 2,160,348 shares worth $128M.
- Westside Investment Management's ten largest holdings make up 93% of its $146M portfolio in Q1 2020.
- Westside Investment Management disclosed 683 positions in Q1 2020, its first 13F filing on record.
Based on Westside Investment Management's 13F filing for Q1 2020, filed 16 Apr 2020.