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
101
$1.07M 0.24%
27,560
+5,310
102
$1.07M 0.24%
20,107
+745
103
$1.05M 0.24%
18,663
-360
104
$1.04M 0.24%
13,220
+422
105
$1.02M 0.23%
6,785
-116
106
$1.01M 0.23%
9,004
-261
107
$1M 0.23%
50,000
108
$998K 0.23%
28,502
-490
109
$984K 0.23%
9,830
-91
110
$979K 0.22%
16,727
-483
111
$971K 0.22%
17,031
+2,856
112
$963K 0.22%
1,132
+30
113
$935K 0.21%
20,506
+896
114
$930K 0.21%
21,168
-100
115
$889K 0.2%
18,679
-98
116
$860K 0.2%
5,304
+250
117
$856K 0.2%
25,550
+4,850
118
$829K 0.19%
46,423
+13,623
119
$817K 0.19%
7,670
120
$784K 0.18%
17,097
+977
121
$771K 0.18%
3,510
+128
122
$770K 0.18%
10,690
-3,180
123
$747K 0.17%
7,476
-17
124
$745K 0.17%
14,800
125
$712K 0.16%
63,600
+31,440
3 4
5
6 7