WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
76
$1.49M 0.34%
6,328
-7
77
$1.45M 0.33%
4,859
-40
78
$1.42M 0.32%
4,742
-470
79
$1.41M 0.32%
2,767
+784
80
$1.38M 0.32%
17,584
+677
81
$1.38M 0.32%
33,822
+1,165
82
$1.35M 0.31%
35,445
-460
83
$1.33M 0.3%
17,346
+237
84
$1.32M 0.3%
3,446
-25
85
$1.31M 0.3%
62,048
-690
86
$1.31M 0.3%
26,867
+3,036
87
$1.31M 0.3%
43,930
+16,600
88
$1.29M 0.3%
3,183
+22
89
$1.28M 0.29%
26,762
+148
90
$1.24M 0.28%
4,812
+100
91
$1.21M 0.28%
13,251
-400
92
$1.2M 0.28%
5,945
+129
93
$1.19M 0.27%
2,142
+36
94
$1.15M 0.26%
2,991
-72
95
$1.14M 0.26%
50,780
-2,330
96
$1.14M 0.26%
20,305
-390
97
$1.13M 0.26%
66,543
+39
98
$1.13M 0.26%
8,373
+2,025
99
$1.12M 0.26%
21,761
+2,310
100
$1.11M 0.25%
16,371
+677
2 3
4
5 6