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
251
$128K 0.03%
430
252
$126K 0.03%
1,800
253
$126K 0.03%
3,736
+39
254
$125K 0.03%
1,200
255
$123K 0.03%
400
256
$123K 0.03%
805
+245
257
$121K 0.03%
2,500
258
$120K 0.03%
2,353
259
$119K 0.03%
1,223
+82
260
$117K 0.03%
1,337
261
$117K 0.03%
856
262
$116K 0.03%
5,141
+1,159
263
$115K 0.03%
5,625
+750
264
$115K 0.03%
205
+5
265
$113K 0.03%
5,903
+787
266
$113K 0.03%
250
267
$113K 0.03%
6,208
+828
268
$111K 0.03%
1,200
269
$106K 0.02%
1,000
270
$106K 0.02%
700
-21
271
$106K 0.02%
3,000
272
$105K 0.02%
2,993
+200
273
$104K 0.02%
265
274
$103K 0.02%
4,500
275
$102K 0.02%
3,450
9 10
11
12 13