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
676
$5.29K ﹤0.01%
+179
677
$5.29K ﹤0.01%
497
-45
678
$5.23K ﹤0.01%
200
679
$5.09K ﹤0.01%
+11
680
$5.08K ﹤0.01%
135
681
$5.06K ﹤0.01%
225
682
$5.01K ﹤0.01%
180
683
$5K ﹤0.01%
250
684
$4.93K ﹤0.01%
6
685
$4.9K ﹤0.01%
50
686
$4.88K ﹤0.01%
+81
687
$4.87K ﹤0.01%
10
688
$4.82K ﹤0.01%
140
689
$4.82K ﹤0.01%
100
690
$4.81K ﹤0.01%
50
691
$4.74K ﹤0.01%
142
692
$4.72K ﹤0.01%
8
693
$4.7K ﹤0.01%
200
694
$4.61K ﹤0.01%
300
695
$4.59K ﹤0.01%
76
696
$4.56K ﹤0.01%
95
697
$4.5K ﹤0.01%
2,000
698
$4.47K ﹤0.01%
225
699
$4.44K ﹤0.01%
25
700
$4.41K ﹤0.01%
200
26 27
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