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WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4M
3
+$561K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$516K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$399K

Top Sells

1
+$34.2M
2
+$7.4M
3
+$6.45M
4
AMZN icon
Amazon
AMZN
+$6.3M
5
COST icon
Costco
COST
+$6.06M

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1 ﹤0.01%
55
602
$1 ﹤0.01%
3
-18
603
$1 ﹤0.01%
+15
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10
605
$1 ﹤0.01%
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606
$1 ﹤0.01%
+46
607
– –
0
608
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205
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$1 ﹤0.01%
100
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$1 ﹤0.01%
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$1 ﹤0.01%
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623
$1 ﹤0.01%
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624
$1 ﹤0.01%
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625
$1 ﹤0.01%
135
+45
23 24
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