WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
26
$4.16M 0.95%
25,930
+150
27
$4.16M 0.95%
32,672
+1,540
28
$3.85M 0.88%
77,250
-2,600
29
$3.66M 0.84%
61,661
+1,163
30
$3.36M 0.77%
81,795
-34
31
$3.33M 0.76%
5,153
+5
32
$3.22M 0.74%
63,099
-1,167
33
$3.19M 0.73%
627,539
-27,725
34
$3.16M 0.72%
10,109
+26
35
$3.14M 0.72%
5,771
+745
36
$3.12M 0.71%
30,499
-1,571
37
$2.96M 0.68%
55,287
+5,095
38
$2.95M 0.68%
20,270
+1,050
39
$2.94M 0.67%
17,125
-274
40
$2.87M 0.66%
43,520
-520
41
$2.86M 0.65%
10,741
+545
42
$2.47M 0.57%
30,267
-41
43
$2.43M 0.56%
22,819
+2,401
44
$2.4M 0.55%
55,677
+4,080
45
$2.34M 0.54%
21,957
+1,439
46
$2.33M 0.53%
40,920
+900
47
$2.31M 0.53%
16,798
+2,700
48
$2.18M 0.5%
10,728
+500
49
$2.13M 0.49%
29,396
-227
50
$2.1M 0.48%
14,875
+20
1
2
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