WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
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
1
$19.1M 4.37%
90,906
-495
2
$15.3M 3.51%
129,259
+2,274
3
$15.1M 3.45%
31,546
-15
4
$14.9M 3.42%
55,808
+900
5
$11.1M 2.54%
24,808
+273
6
$10.3M 2.36%
53,444
+405
7
$9.98M 2.28%
137,168
-4,890
8
$8.13M 1.86%
111,962
+2,050
9
$7.79M 1.78%
42,772
-330
10
$7.15M 1.64%
73,666
+2,953
11
$7.14M 1.64%
14,167
+103
12
$7.08M 1.62%
140,310
-2,740
13
$6.81M 1.56%
21,802
+496
14
$6.15M 1.41%
33,676
+123
15
$5.94M 1.36%
32,366
-102
16
$5.72M 1.31%
262,712
-52,403
17
$5.51M 1.26%
54,779
+1,177
18
$5.44M 1.24%
24,030
-523
19
$5.37M 1.23%
118,715
+1,773
20
$4.8M 1.1%
22,306
-138
21
$4.64M 1.06%
23,306
-443
22
$4.62M 1.06%
37,400
+1,290
23
$4.45M 1.02%
89,930
+4,080
24
$4.39M 1%
209,944
-1,635
25
$4.36M 1%
9,996
-809
1
2 3 4 5