WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$482K
2
+$390K
3
+$384K
4
IBB icon
iShares Biotechnology ETF
IBB
+$360K
5
SNOW icon
Snowflake
SNOW
+$299K

Top Sells

1
+$963K
2
+$369K
3
+$340K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$279K
5
BABA icon
Alibaba
BABA
+$244K

Sector Composition

1 Technology 18.66%
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
276
$101K 0.02%
+1,303
277
$99.6K 0.02%
1,210
278
$98.5K 0.02%
2,760
279
$96.9K 0.02%
334
+15
280
$96.6K 0.02%
793
281
$95.5K 0.02%
4,050
282
$92.8K 0.02%
289
+37
283
$90.2K 0.02%
575
+3
284
$89.9K 0.02%
1,075
285
$88.9K 0.02%
2,288
286
$85.1K 0.02%
441
287
$83.8K 0.02%
50,491
+11,266
288
$83.5K 0.02%
1,426
-225
289
$82.4K 0.02%
530
290
$82.1K 0.02%
500
291
$81.3K 0.02%
476
292
$81.2K 0.02%
400
293
$80.5K 0.02%
717
294
$80.3K 0.02%
1,381
+181
295
$79.4K 0.02%
270
296
$79.4K 0.02%
1,894
297
$77.5K 0.02%
2,458
-250
298
$74.9K 0.02%
3,000
299
$74.4K 0.02%
5,235
300
$74.3K 0.02%
5,800
+138
10 11
12
13 14