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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
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
876
$68 ﹤0.01%
13
877
$56 ﹤0.01%
8
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
– –
0
885
– –
-62
886
– –
-700
887
$0 ﹤0.01%
500
888
– –
-400
889
– –
-35
890
– –
-3,250
891
– –
-500
892
– –
-15,408
893
– –
-70
894
– –
-509
895
– –
-416
896
– –
-100
897
– –
-500
898
– –
-75
899
– –
-50
900
– –
-1,200
33 34 35
36
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