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
ESTC icon
1226
Elastic
ESTC
$5.11B
$302 ﹤0.01%
+4
EQH icon
1227
Equitable Holdings
EQH
$11.9B
$286 ﹤0.01%
+6
CHPT icon
1228
ChargePoint
CHPT
$154M
$285 ﹤0.01%
43
-35
VCIG icon
1229
VCI Global
VCIG
$2.99M
$277 ﹤0.01%
+9
BHVN icon
1230
Biohaven
BHVN
$1.37B
$260 ﹤0.01%
+23
MTCH icon
1231
Match Group
MTCH
$8.33B
$258 ﹤0.01%
+8
OBE
1232
Obsidian Energy
OBE
$877M
$257 ﹤0.01%
42
CE icon
1233
Celanese
CE
$6.46B
$254 ﹤0.01%
+6
AUR icon
1234
Aurora
AUR
$16.4B
$253 ﹤0.01%
+66
QNCX icon
1235
Quince Therapeutics
QNCX
$19.6M
$251 ﹤0.01%
8
MJ icon
1236
Amplify Alternative Harvest ETF
MJ
$130M
$238 ﹤0.01%
8
HELP
1237
Cybin Inc
HELP
$255M
$213 ﹤0.01%
26
VLTO icon
1238
Veralto
VLTO
$21.1B
$200 ﹤0.01%
+2
ACHC icon
1239
Acadia Healthcare
ACHC
$2.48B
$199 ﹤0.01%
+14
FIS icon
1240
Fidelity National Information Services
FIS
$22B
$199 ﹤0.01%
+3
ARE icon
1241
Alexandria Real Estate Equities
ARE
$8.29B
$196 ﹤0.01%
+4
PCY icon
1242
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.36B
$195 ﹤0.01%
9
-189
BHF icon
1243
Brighthouse Financial
BHF
$3.54B
$193 ﹤0.01%
3
EBND icon
1244
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$192 ﹤0.01%
9
-205
GPRO icon
1245
GoPro
GPRO
$202M
$182 ﹤0.01%
+125
DDD icon
1246
3D Systems Corp
DDD
$463M
$173 ﹤0.01%
98
FMC icon
1247
FMC
FMC
$1.61B
$153 ﹤0.01%
+11
CGC
1248
Canopy Growth
CGC
$457M
$103 ﹤0.01%
90
UE icon
1249
Urban Edge Properties
UE
$2.7B
$96 ﹤0.01%
+5
WFRD icon
1250
Weatherford International
WFRD
$7.88B
$78 ﹤0.01%
1