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
551
$12.6K ﹤0.01%
150
552
$12.5K ﹤0.01%
+300
553
$12.3K ﹤0.01%
174
554
$12.2K ﹤0.01%
614
555
$12.1K ﹤0.01%
50
556
$12K ﹤0.01%
150
557
$12K ﹤0.01%
125
558
$11.9K ﹤0.01%
1,200
559
$11.9K ﹤0.01%
84
560
$11.8K ﹤0.01%
+21
561
$11.8K ﹤0.01%
60
+29
562
$11.7K ﹤0.01%
46
+18
563
$11.7K ﹤0.01%
5,035
+500
564
$11.7K ﹤0.01%
126
565
$11.6K ﹤0.01%
100
566
$11.6K ﹤0.01%
+96
567
$11.5K ﹤0.01%
83
568
$11.3K ﹤0.01%
+375
569
$11.3K ﹤0.01%
1,463
+563
570
$11.2K ﹤0.01%
900
571
$11K ﹤0.01%
100
572
$11K ﹤0.01%
65
573
$10.8K ﹤0.01%
200
574
$10.8K ﹤0.01%
170
-100
575
$10.7K ﹤0.01%
100
21 22
23
24 25