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
801
$1.94K ﹤0.01%
+16
802
$1.92K ﹤0.01%
300
803
$1.89K ﹤0.01%
+18
804
$1.87K ﹤0.01%
100
805
$1.87K ﹤0.01%
1,600
806
$1.84K ﹤0.01%
13
+3
807
$1.84K ﹤0.01%
1,033
808
$1.83K ﹤0.01%
10
809
$1.76K ﹤0.01%
28
810
$1.74K ﹤0.01%
1,000
811
$1.69K ﹤0.01%
200
+75
812
$1.68K ﹤0.01%
+200
813
$1.66K ﹤0.01%
42
814
$1.65K ﹤0.01%
+2
815
$1.65K ﹤0.01%
29
816
$1.64K ﹤0.01%
+9
817
$1.63K ﹤0.01%
75
818
$1.6K ﹤0.01%
+47
819
$1.6K ﹤0.01%
+26
820
$1.6K ﹤0.01%
+10
821
$1.59K ﹤0.01%
9
822
$1.58K ﹤0.01%
24
823
$1.57K ﹤0.01%
12
824
$1.54K ﹤0.01%
+100
825
$1.5K ﹤0.01%
168
31 32
33
34 35