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
601
$8.72K ﹤0.01%
454
602
$8.68K ﹤0.01%
265
603
$8.64K ﹤0.01%
205
604
$8.62K ﹤0.01%
141
605
$8.59K ﹤0.01%
162
-1,282
606
$8.59K ﹤0.01%
100
607
$8.59K ﹤0.01%
430
608
$8.54K ﹤0.01%
13
+7
609
$8.44K ﹤0.01%
744
610
$8.32K ﹤0.01%
11
+7
611
$8.31K ﹤0.01%
38
612
$8.31K ﹤0.01%
500
613
$8.24K ﹤0.01%
62
614
$8.13K ﹤0.01%
350
615
$8.13K ﹤0.01%
704
616
$8.12K ﹤0.01%
31
617
$8.09K ﹤0.01%
350
618
$8.04K ﹤0.01%
279
619
$8.04K ﹤0.01%
100
620
$7.96K ﹤0.01%
180
621
$7.92K ﹤0.01%
1,300
622
$7.78K ﹤0.01%
183
623
$7.66K ﹤0.01%
158
624
$7.66K ﹤0.01%
+34
625
$7.6K ﹤0.01%
134