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
751
$2.99K ﹤0.01%
28
752
$2.97K ﹤0.01%
+11
753
$2.95K ﹤0.01%
+7
754
$2.86K ﹤0.01%
72
755
$2.83K ﹤0.01%
+25
756
$2.82K ﹤0.01%
150
757
$2.75K ﹤0.01%
283
758
$2.71K ﹤0.01%
29
759
$2.7K ﹤0.01%
200
760
$2.7K ﹤0.01%
+13
761
$2.69K ﹤0.01%
47
762
$2.68K ﹤0.01%
68
763
$2.65K ﹤0.01%
20
764
$2.64K ﹤0.01%
135
765
$2.61K ﹤0.01%
+25
766
$2.59K ﹤0.01%
225
767
$2.59K ﹤0.01%
30
768
$2.58K ﹤0.01%
+292
769
$2.58K ﹤0.01%
+14
770
$2.58K ﹤0.01%
100
771
$2.54K ﹤0.01%
+33
772
$2.53K ﹤0.01%
41
773
$2.52K ﹤0.01%
38
774
$2.48K ﹤0.01%
+63
775
$2.47K ﹤0.01%
38
29 30
31
32 33