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
626
$7.59K ﹤0.01%
100
627
$7.54K ﹤0.01%
155
628
$7.51K ﹤0.01%
1,009
-11
629
$7.42K ﹤0.01%
100
630
$7.27K ﹤0.01%
302
631
$7.24K ﹤0.01%
1,550
-300
632
$7.23K ﹤0.01%
74
+29
633
$7.11K ﹤0.01%
47
634
$7.04K ﹤0.01%
85
635
$7K ﹤0.01%
248
+90
636
$7K ﹤0.01%
500
637
$6.95K ﹤0.01%
500
638
$6.94K ﹤0.01%
400
639
$6.93K ﹤0.01%
450
640
$6.92K ﹤0.01%
88
+1
641
$6.83K ﹤0.01%
300
642
$6.82K ﹤0.01%
100
643
$6.8K ﹤0.01%
43
644
$6.76K ﹤0.01%
104
645
$6.61K ﹤0.01%
77
646
$6.6K ﹤0.01%
+200
647
$6.6K ﹤0.01%
180
648
$6.58K ﹤0.01%
+13
649
$6.47K ﹤0.01%
1,210
650
$6.39K ﹤0.01%
100
-100
24 25
26
27 28