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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
626
$1 ﹤0.01%
100
627
$1 ﹤0.01%
35
628
$1 ﹤0.01%
5
629
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7
630
$1 ﹤0.01%
200
631
$1 ﹤0.01%
11
632
$1 ﹤0.01%
2
-11
633
$1 ﹤0.01%
25
634
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111
635
$1 ﹤0.01%
31
636
$1 ﹤0.01%
10
637
$1 ﹤0.01%
42
638
$1 ﹤0.01%
200
639
$1 ﹤0.01%
1
640
$1 ﹤0.01%
116
641
$1 ﹤0.01%
40
642
$1 ﹤0.01%
15
643
$1 ﹤0.01%
200
644
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645
– –
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646
– –
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647
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-42
648
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-100
649
– –
-1,300
650
– –
-1,870
24 25
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27 28