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
201
$220K 0.05%
984
-20
202
$218K 0.05%
2,386
203
$217K 0.05%
825
+67
204
$216K 0.05%
3,296
+33
205
$214K 0.05%
1,264
206
$211K 0.05%
+2,435
207
$208K 0.05%
1,471
208
$206K 0.05%
4,556
209
$204K 0.05%
1,107
+1,000
210
$202K 0.05%
1,468
+1,350
211
$200K 0.05%
1,590
212
$194K 0.04%
3,880
213
$192K 0.04%
1,850
214
$191K 0.04%
4,800
215
$190K 0.04%
2,453
216
$189K 0.04%
3,579
217
$187K 0.04%
10,095
-1,047
218
$187K 0.04%
1,175
-297
219
$185K 0.04%
496
+1
220
$183K 0.04%
2,340
+2
221
$179K 0.04%
7,514
222
$177K 0.04%
801
-65
223
$176K 0.04%
1,539
+39
224
$174K 0.04%
1,460
225
$170K 0.04%
1,056
-112
7 8
9
10 11