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
701
$4.36K ﹤0.01%
19
702
$4.36K ﹤0.01%
422
703
$4.32K ﹤0.01%
+32
704
$4.28K ﹤0.01%
100
705
$4.26K ﹤0.01%
214
706
$4.23K ﹤0.01%
300
707
$4.18K ﹤0.01%
334
708
$4.16K ﹤0.01%
25
709
$4.04K ﹤0.01%
60
710
$4.01K ﹤0.01%
150
711
$4K ﹤0.01%
+9
712
$3.98K ﹤0.01%
+72
713
$3.97K ﹤0.01%
22
714
$3.96K ﹤0.01%
1
715
$3.96K ﹤0.01%
198
716
$3.93K ﹤0.01%
190
-15
717
$3.91K ﹤0.01%
56
718
$3.87K ﹤0.01%
34
719
$3.86K ﹤0.01%
1,250
+500
720
$3.83K ﹤0.01%
337
721
$3.81K ﹤0.01%
111
722
$3.79K ﹤0.01%
150
723
$3.76K ﹤0.01%
200
724
$3.72K ﹤0.01%
2,000
725
$3.65K ﹤0.01%
61
27 28
29
30 31