WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
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
+$482K
2
+$390K
3
+$384K
4
IBB icon
iShares Biotechnology ETF
IBB
+$360K
5
SNOW icon
Snowflake
SNOW
+$299K

Top Sells

1
+$963K
2
+$369K
3
+$340K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$279K
5
BABA icon
Alibaba
BABA
+$244K

Sector Composition

1 Technology 18.66%
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
526
$15.2K ﹤0.01%
200
527
$15.2K ﹤0.01%
100
528
$15.1K ﹤0.01%
400
529
$15K ﹤0.01%
158
530
$15K ﹤0.01%
145
531
$15K ﹤0.01%
1,865
532
$14.8K ﹤0.01%
300
-150
533
$14.7K ﹤0.01%
312
+1
534
$14.5K ﹤0.01%
+44
535
$14.3K ﹤0.01%
24
+8
536
$14.2K ﹤0.01%
100
537
$14K ﹤0.01%
1,020
538
$13.9K ﹤0.01%
300
539
$13.8K ﹤0.01%
100
540
$13.7K ﹤0.01%
989
541
$13.6K ﹤0.01%
400
542
$13.6K ﹤0.01%
227
543
$13.5K ﹤0.01%
600
544
$13.3K ﹤0.01%
100
545
$13.2K ﹤0.01%
88
546
$13.2K ﹤0.01%
231
547
$13.1K ﹤0.01%
171
548
$12.9K ﹤0.01%
456
549
$12.9K ﹤0.01%
475
-300
550
$12.7K ﹤0.01%
33
20 21
22
23 24