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
401
$31.7K 0.01%
1,250
402
$31.1K 0.01%
3,000
403
$30.9K 0.01%
700
404
$30.9K 0.01%
152
405
$30.8K 0.01%
387
406
$30.7K 0.01%
13,900
407
$30.5K 0.01%
356
408
$30.5K 0.01%
391
409
$30.3K 0.01%
480
410
$30.2K 0.01%
555
411
$30.1K 0.01%
2,100
412
$29.9K 0.01%
267
413
$29.9K 0.01%
680
+100
414
$29.7K 0.01%
675
415
$29.6K 0.01%
445
+29
416
$29.5K 0.01%
1,754
417
$29.2K 0.01%
150
418
$29.1K 0.01%
200
419
$29K 0.01%
1,050
420
$28.8K 0.01%
+1,274
421
$28.6K 0.01%
562
422
$28.3K 0.01%
36
423
$28.2K 0.01%
322
424
$28.1K 0.01%
677
425
$28.1K 0.01%
405