WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
51
$2.09M 0.48%
9,583
-100
52
$2.05M 0.47%
2,268
-8
53
$2M 0.46%
33,241
+3,050
54
$1.96M 0.45%
14,972
55
$1.94M 0.44%
21,592
+1,700
56
$1.93M 0.44%
585,400
+11,440
57
$1.91M 0.44%
9,683
+1,120
58
$1.89M 0.43%
36,391
-1,401
59
$1.86M 0.43%
28,037
+24
60
$1.85M 0.42%
25,641
-267
61
$1.84M 0.42%
7,044
62
$1.83M 0.42%
26,526
+152
63
$1.8M 0.41%
41,225
-363
64
$1.69M 0.39%
8,268
-124
65
$1.67M 0.38%
42,242
-589
66
$1.63M 0.37%
4,925
-41
67
$1.61M 0.37%
34,124
+4,053
68
$1.61M 0.37%
12,965
-5
69
$1.6M 0.37%
16,024
-1,404
70
$1.59M 0.36%
13,420
+903
71
$1.56M 0.36%
51,515
72
$1.55M 0.36%
16,920
+562
73
$1.53M 0.35%
8,366
-50
74
$1.52M 0.35%
30,200
+1,300
75
$1.5M 0.34%
14,305
-160
1 2
3
4 5