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
126
$709K 0.16%
4,321
+18
127
$698K 0.16%
1,495
128
$685K 0.16%
2,778
129
$666K 0.15%
10,496
-63
130
$651K 0.15%
13,916
+1,451
131
$645K 0.15%
3,312
-145
132
$632K 0.14%
4,314
+120
133
$626K 0.14%
7,640
+1,590
134
$615K 0.14%
7,341
+1,470
135
$607K 0.14%
6,108
-660
136
$601K 0.14%
6,372
+212
137
$567K 0.13%
8,509
-233
138
$562K 0.13%
4,818
+50
139
$560K 0.13%
2,414
+260
140
$553K 0.13%
5,970
141
$512K 0.12%
8,934
+1,455
142
$501K 0.11%
4,351
+44
143
$496K 0.11%
7,327
+295
144
$495K 0.11%
858
+13
145
$489K 0.11%
3,124
146
$480K 0.11%
21,700
147
$456K 0.1%
912
148
$456K 0.1%
1,323
+97
149
$455K 0.1%
1,217
-50
150
$434K 0.1%
3,700
4 5
6
7 8