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
351
$46.2K 0.01%
460
352
$45.6K 0.01%
800
353
$45K 0.01%
500
354
$44.4K 0.01%
480
355
$42.8K 0.01%
243
+69
356
$42.7K 0.01%
520
357
$42.6K 0.01%
834
358
$42.4K 0.01%
179
+6
359
$42.2K 0.01%
139
-21
360
$42.1K 0.01%
540
-30
361
$42.1K 0.01%
219
362
$41.6K 0.01%
3,027
-235
363
$41.2K 0.01%
460
364
$40.9K 0.01%
+1,164
365
$39.9K 0.01%
5,100
+100
366
$39.8K 0.01%
840
367
$39.3K 0.01%
641
368
$39K 0.01%
167
369
$38.7K 0.01%
189
+139
370
$38.6K 0.01%
2,000
371
$38.4K 0.01%
560
372
$38K 0.01%
1,300
373
$37.7K 0.01%
1,000
374
$37.6K 0.01%
3,500
375
$37.5K 0.01%
562
-88
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