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
876
$68 ﹤0.01%
13
877
$56 ﹤0.01%
75
878
$46 ﹤0.01%
42
879
$38 ﹤0.01%
7
880
$26 ﹤0.01%
2
881
$11 ﹤0.01%
7
882
$6 ﹤0.01%
1
883
– –
0
884
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0
885
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-70
886
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-400
887
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-11
888
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889
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-1,250
890
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-7
891
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-2,945
892
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-105
893
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-35
894
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-3,250
895
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-500
896
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-15,408
897
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-509
898
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-416
899
– –
-100
900
– –
-500
33 34 35
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