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
451
$23.8K 0.01%
555
452
$23.4K 0.01%
300
453
$23.4K 0.01%
256
454
$23.3K 0.01%
600
+40
455
$23.3K 0.01%
493
456
$23.2K 0.01%
577
-3,604
457
$23.2K 0.01%
90
+40
458
$23.2K 0.01%
97
459
$23.1K 0.01%
3,500
460
$23K 0.01%
205
461
$23K 0.01%
+245
462
$22.6K 0.01%
+700
463
$22.4K 0.01%
160
464
$22.3K 0.01%
400
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465
$22.2K 0.01%
300
466
$22.1K 0.01%
1,000
467
$22K 0.01%
324
468
$21.8K 0.01%
277
469
$21.2K ﹤0.01%
200
470
$21.2K ﹤0.01%
122
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471
$21K ﹤0.01%
92
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472
$21K ﹤0.01%
600
473
$20.9K ﹤0.01%
421
474
$20.8K ﹤0.01%
150
475
$20.6K ﹤0.01%
640