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
851
$860 ﹤0.01%
10
852
$860 ﹤0.01%
47
-20
853
$728 ﹤0.01%
5
854
$704 ﹤0.01%
100
855
$625 ﹤0.01%
15
856
$601 ﹤0.01%
100
857
$586 ﹤0.01%
19
858
$502 ﹤0.01%
35
859
$500 ﹤0.01%
19
+12
860
$476 ﹤0.01%
66
861
$463 ﹤0.01%
46
862
$457 ﹤0.01%
36
863
$426 ﹤0.01%
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864
$402 ﹤0.01%
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865
$370 ﹤0.01%
+7
866
$314 ﹤0.01%
42
867
$301 ﹤0.01%
98
868
$288 ﹤0.01%
12
869
$271 ﹤0.01%
26
870
$248 ﹤0.01%
9
871
$175 ﹤0.01%
62
872
$122 ﹤0.01%
1
873
$94 ﹤0.01%
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874
$72 ﹤0.01%
8
875
$71 ﹤0.01%
1
33 34
35
36 37