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
726
$3.58K ﹤0.01%
119
-172
727
$3.55K ﹤0.01%
26
728
$3.55K ﹤0.01%
100
729
$3.53K ﹤0.01%
28
730
$3.51K ﹤0.01%
110
731
$3.49K ﹤0.01%
38
732
$3.44K ﹤0.01%
167
733
$3.41K ﹤0.01%
92
734
$3.37K ﹤0.01%
26
735
$3.36K ﹤0.01%
16
736
$3.29K ﹤0.01%
2
737
$3.28K ﹤0.01%
+11
738
$3.26K ﹤0.01%
2,450
739
$3.25K ﹤0.01%
+6
740
$3.2K ﹤0.01%
56
-58
741
$3.17K ﹤0.01%
+103
742
$3.17K ﹤0.01%
31
-6
743
$3.17K ﹤0.01%
+45
744
$3.13K ﹤0.01%
1,200
745
$3.13K ﹤0.01%
600
746
$3.09K ﹤0.01%
500
747
$3.08K ﹤0.01%
+13
748
$3.06K ﹤0.01%
228
-300
749
$3.04K ﹤0.01%
103
750
$3K ﹤0.01%
12
28 29
30
31 32