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
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
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300
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450
$24.1K 0.01%
540