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
301
$73.3K 0.02%
737
302
$71.8K 0.02%
1,114
303
$70.6K 0.02%
4,700
304
$69.4K 0.02%
325
305
$69.3K 0.02%
+1,873
306
$69.1K 0.02%
203
307
$68K 0.02%
306
308
$67.6K 0.02%
600
309
$67.4K 0.02%
346
310
$67.3K 0.02%
671
311
$65.8K 0.02%
1,838
312
$65.4K 0.02%
1,811
313
$65.3K 0.01%
600
-50
314
$65.2K 0.01%
800
315
$63.9K 0.01%
50
316
$62.6K 0.01%
1,000
317
$62.2K 0.01%
1,174
318
$62.1K 0.01%
198
+23
319
$61.8K 0.01%
998
320
$61.3K 0.01%
1,257
321
$61.2K 0.01%
241
+41
322
$60K 0.01%
265
323
$59.6K 0.01%
1,955
+133
324
$59.2K 0.01%
425
325
$59.2K 0.01%
+1,296