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
651
$6.32K ﹤0.01%
+30
652
$6.31K ﹤0.01%
100
653
$6.27K ﹤0.01%
53
+14
654
$6.17K ﹤0.01%
200
655
$6.09K ﹤0.01%
+13
656
$6.06K ﹤0.01%
2,600
-1,500
657
$5.96K ﹤0.01%
92
658
$5.92K ﹤0.01%
100
-14
659
$5.91K ﹤0.01%
804
660
$5.89K ﹤0.01%
107
661
$5.89K ﹤0.01%
200
662
$5.87K ﹤0.01%
1,600
663
$5.87K ﹤0.01%
400
664
$5.83K ﹤0.01%
30
665
$5.81K ﹤0.01%
+100
666
$5.75K ﹤0.01%
65
667
$5.73K ﹤0.01%
301
668
$5.66K ﹤0.01%
61
669
$5.57K ﹤0.01%
249
670
$5.49K ﹤0.01%
+508
671
$5.47K ﹤0.01%
600
672
$5.44K ﹤0.01%
+56
673
$5.44K ﹤0.01%
900
674
$5.35K ﹤0.01%
+12
675
$5.34K ﹤0.01%
50
25 26
27
28 29