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
426
$28K 0.01%
+238
427
$27.6K 0.01%
600
428
$27.6K 0.01%
1,500
429
$27.2K 0.01%
310
+50
430
$27.1K 0.01%
170
431
$27K 0.01%
300
432
$26.5K 0.01%
301
433
$26.5K 0.01%
106
-10
434
$26.3K 0.01%
492
435
$26.1K 0.01%
656
436
$26K 0.01%
400
437
$25.7K 0.01%
900
438
$25.7K 0.01%
414
439
$25.6K 0.01%
718
440
$25.4K 0.01%
1,116
441
$25.4K 0.01%
288
442
$25.3K 0.01%
116
443
$25.1K 0.01%
779
444
$24.9K 0.01%
560
445
$24.8K 0.01%
58
446
$24.6K 0.01%
456
447
$24.5K 0.01%
+175
448
$24.4K 0.01%
+990
449
$24.3K 0.01%
300
-275
450
$24.1K 0.01%
540