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
176
$310K 0.07%
2,345
177
$288K 0.07%
1,191
+182
178
$288K 0.07%
5,917
+82
179
$287K 0.07%
3,819
+350
180
$285K 0.07%
14,000
181
$285K 0.07%
3,782
-50
182
$281K 0.06%
5,616
183
$279K 0.06%
4,383
-55
184
$269K 0.06%
2,585
185
$267K 0.06%
2,832
186
$261K 0.06%
1,826
+398
187
$260K 0.06%
21,200
188
$256K 0.06%
4,291
-130
189
$254K 0.06%
1,594
-88
190
$250K 0.06%
749
191
$245K 0.06%
4,247
-1,398
192
$241K 0.06%
450
193
$239K 0.05%
6,094
+100
194
$237K 0.05%
4,005
+274
195
$232K 0.05%
6,550
+2,050
196
$229K 0.05%
2,245
197
$227K 0.05%
1,311
198
$225K 0.05%
6,635
-651
199
$224K 0.05%
16,750
200
$221K 0.05%
2,788
6 7
8
9 10