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
501
$18.2K ﹤0.01%
2,015
-475
502
$18.1K ﹤0.01%
279
503
$18.1K ﹤0.01%
300
504
$17.8K ﹤0.01%
300
505
$17.6K ﹤0.01%
220
506
$17.6K ﹤0.01%
205
507
$17.6K ﹤0.01%
500
508
$17.4K ﹤0.01%
375
509
$17.4K ﹤0.01%
355
510
$17.3K ﹤0.01%
400
511
$17.1K ﹤0.01%
239
512
$17.1K ﹤0.01%
+260
513
$16.9K ﹤0.01%
549
514
$16.8K ﹤0.01%
223
+1
515
$16.6K ﹤0.01%
225
516
$16.5K ﹤0.01%
150
517
$16.5K ﹤0.01%
+363
518
$16.3K ﹤0.01%
750
+250
519
$16.1K ﹤0.01%
+92
520
$15.8K ﹤0.01%
105
+76
521
$15.7K ﹤0.01%
145
522
$15.6K ﹤0.01%
+475
523
$15.6K ﹤0.01%
775
524
$15.6K ﹤0.01%
625
525
$15.3K ﹤0.01%
386