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
576
$10.6K ﹤0.01%
400
577
$10.5K ﹤0.01%
+24
578
$10.4K ﹤0.01%
393
579
$10.3K ﹤0.01%
210
580
$10.3K ﹤0.01%
480
581
$10.2K ﹤0.01%
400
582
$10.1K ﹤0.01%
39
583
$9.97K ﹤0.01%
130
584
$9.84K ﹤0.01%
250
585
$9.79K ﹤0.01%
152
586
$9.7K ﹤0.01%
200
-75
587
$9.7K ﹤0.01%
461
-26
588
$9.69K ﹤0.01%
43
589
$9.45K ﹤0.01%
2,500
590
$9.45K ﹤0.01%
75
591
$9.41K ﹤0.01%
300
592
$9.37K ﹤0.01%
100
593
$9.24K ﹤0.01%
118
594
$9.16K ﹤0.01%
109
595
$9.11K ﹤0.01%
294
596
$8.98K ﹤0.01%
511
597
$8.96K ﹤0.01%
30
598
$8.95K ﹤0.01%
214
-13
599
$8.91K ﹤0.01%
100
600
$8.76K ﹤0.01%
100
+72
22 23
24
25 26