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
476
$20.5K ﹤0.01%
189
477
$20.5K ﹤0.01%
400
478
$20.5K ﹤0.01%
20
+16
479
$20.3K ﹤0.01%
700
480
$20.1K ﹤0.01%
541
+3
481
$20.1K ﹤0.01%
76
482
$19.9K ﹤0.01%
36
+18
483
$19.6K ﹤0.01%
1,000
484
$19.6K ﹤0.01%
700
485
$19.6K ﹤0.01%
165
486
$19.4K ﹤0.01%
44
+33
487
$19.4K ﹤0.01%
1,862
-97
488
$19.1K ﹤0.01%
1,300
489
$19K ﹤0.01%
80
490
$18.9K ﹤0.01%
459
-191
491
$18.8K ﹤0.01%
505
492
$18.8K ﹤0.01%
241
493
$18.8K ﹤0.01%
136
-11
494
$18.7K ﹤0.01%
213
+2
495
$18.7K ﹤0.01%
3,500
+500
496
$18.6K ﹤0.01%
784
+392
497
$18.5K ﹤0.01%
330
498
$18.5K ﹤0.01%
228
499
$18.5K ﹤0.01%
122
+22
500
$18.2K ﹤0.01%
268
18 19
20
21 22