WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$494K
2
+$405K
3
+$399K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
PLSE icon
Pulse Biosciences
PLSE
+$352K

Top Sells

1
+$1.14M
2
+$356K
3
+$353K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BABA icon
Alibaba
BABA
+$229K

Sector Composition

1 Technology 18.67%
2 Healthcare 7.74%
3 Industrials 6.3%
4 Communication Services 5.52%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$168K 0.04%
1,158
227
$168K 0.04%
624
+74
228
$166K 0.04%
3,650
229
$163K 0.04%
712
+19
230
$162K 0.04%
637
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231
$159K 0.04%
3,428
232
$159K 0.04%
12,400
233
$152K 0.03%
10,133
+2,553
234
$151K 0.03%
2,814
+1
235
$150K 0.03%
2,119
236
$149K 0.03%
3,000
-750
237
$148K 0.03%
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+1,351
238
$147K 0.03%
819
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239
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240
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1,336
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241
$142K 0.03%
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242
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243
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244
$136K 0.03%
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245
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246
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247
$134K 0.03%
2,502
248
$130K 0.03%
744
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249
$129K 0.03%
1,000
250
$128K 0.03%
2,000
8 9
10
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