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
776
$2.47K ﹤0.01%
+14
777
$2.45K ﹤0.01%
380
778
$2.39K ﹤0.01%
+72
779
$2.34K ﹤0.01%
50
780
$2.33K ﹤0.01%
+25
781
$2.33K ﹤0.01%
+22
782
$2.29K ﹤0.01%
+1,300
783
$2.28K ﹤0.01%
21
784
$2.28K ﹤0.01%
28
785
$2.26K ﹤0.01%
+43
786
$2.25K ﹤0.01%
48
787
$2.2K ﹤0.01%
+10
788
$2.19K ﹤0.01%
125
789
$2.14K ﹤0.01%
40
-12
790
$2.11K ﹤0.01%
+30
791
$2.09K ﹤0.01%
80
792
$2.08K ﹤0.01%
100
-100
793
$2.06K ﹤0.01%
+7
794
$2.05K ﹤0.01%
+17
795
$2.05K ﹤0.01%
+11
796
$2.03K ﹤0.01%
15
797
$2.01K ﹤0.01%
100
798
$1.97K ﹤0.01%
+8
799
$1.97K ﹤0.01%
+100
800
$1.96K ﹤0.01%
+21
30 31
32
33 34