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
376
$37.5K 0.01%
275
-25
377
$37.3K 0.01%
574
+24
378
$37.3K 0.01%
660
+60
379
$36.6K 0.01%
1,235
+20
380
$36.6K 0.01%
1,800
-200
381
$36.4K 0.01%
600
382
$36.3K 0.01%
300
383
$36K 0.01%
130
384
$36K 0.01%
845
385
$35.8K 0.01%
230
386
$35.8K 0.01%
900
387
$35.7K 0.01%
143
388
$35.6K 0.01%
300
389
$35.6K 0.01%
12
390
$35.5K 0.01%
375
391
$35.1K 0.01%
1,227
-200
392
$35K 0.01%
300
393
$34.1K 0.01%
301
+7
394
$33.8K 0.01%
2,895
395
$33.8K 0.01%
2,035
-360
396
$33.2K 0.01%
318
397
$33K 0.01%
644
398
$32.2K 0.01%
256
399
$31.9K 0.01%
638
400
$31.8K 0.01%
1,150
14 15
16
17 18