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
151
$413K 0.09%
1,500
152
$403K 0.09%
7,463
+70
153
$400K 0.09%
45,340
+10,950
154
$395K 0.09%
4,218
-167
155
$376K 0.09%
2,280
156
$376K 0.09%
3,033
+21
157
$374K 0.09%
26,050
158
$372K 0.09%
19,199
+1,925
159
$371K 0.09%
5,803
+1,167
160
$365K 0.08%
95,720
+11,150
161
$363K 0.08%
13,004
+854
162
$358K 0.08%
11,564
-50
163
$354K 0.08%
3,531
164
$347K 0.08%
634
165
$344K 0.08%
5,090
166
$339K 0.08%
3,350
167
$338K 0.08%
6,171
168
$327K 0.07%
6,506
169
$326K 0.07%
2,000
170
$326K 0.07%
3,055
171
$323K 0.07%
3,125
172
$322K 0.07%
3,838
+253
173
$315K 0.07%
10,025
+7,550
174
$311K 0.07%
7,493
+732
175
$311K 0.07%
3,000
5 6
7
8 9