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
826
$1.49K ﹤0.01%
67
-256
827
$1.49K ﹤0.01%
40
828
$1.48K ﹤0.01%
100
829
$1.47K ﹤0.01%
25
830
$1.46K ﹤0.01%
+500
831
$1.42K ﹤0.01%
35
832
$1.4K ﹤0.01%
+30
833
$1.35K ﹤0.01%
2,000
834
$1.3K ﹤0.01%
400
-200
835
$1.3K ﹤0.01%
68
836
$1.27K ﹤0.01%
350
837
$1.27K ﹤0.01%
100
+56
838
$1.19K ﹤0.01%
330
839
$1.16K ﹤0.01%
+7
840
$1.16K ﹤0.01%
49
841
$1.15K ﹤0.01%
77
842
$1.14K ﹤0.01%
24
843
$1.13K ﹤0.01%
5
844
$1.11K ﹤0.01%
22
845
$1.11K ﹤0.01%
+14
846
$1.08K ﹤0.01%
10
-5
847
$1.08K ﹤0.01%
28
848
$966 ﹤0.01%
700
849
$964 ﹤0.01%
50
850
$933 ﹤0.01%
125
32 33
34
35 36