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
326
$58.1K 0.01%
1,325
327
$57.5K 0.01%
269
328
$57K 0.01%
812
-50
329
$55.4K 0.01%
400
330
$55K 0.01%
300
331
$53.7K 0.01%
+11,500
332
$53.6K 0.01%
345
333
$53.4K 0.01%
1,300
334
$53.3K 0.01%
909
335
$52.9K 0.01%
+145
336
$52.6K 0.01%
50
337
$52.5K 0.01%
2,000
-9,725
338
$52.3K 0.01%
351
339
$51.9K 0.01%
2,069
340
$51.6K 0.01%
2,625
-200
341
$51.4K 0.01%
500
342
$51.3K 0.01%
840
343
$50.1K 0.01%
+292
344
$49.6K 0.01%
1,641
345
$49.3K 0.01%
1,300
346
$48.4K 0.01%
857
347
$48.1K 0.01%
625
+50
348
$47.5K 0.01%
431
+131
349
$47.4K 0.01%
300
350
$46.7K 0.01%
1,200
12 13
14
15 16