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WIM

Westside Investment Management Portfolio holdings

AUM $761M
1-Year Est. Return 39.85%
This Fund
S&P 500
This Quarter Est. Return
+10.82%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$626M
AUM Growth
+$86.7M
Cap. Flow
+$34.2M
Cap. Flow %
5.47%
Top 10 Hldgs %
25.14%
Holding
1,438
New
153
Increased
592
Reduced
117
Closed
54

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$738K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$650K
3
MSFT icon
Microsoft
MSFT
+$622K
4
ALMU
Aeluma Inc
ALMU
+$620K
5
MLN icon
VanEck Long Muni ETF
MLN
+$579K

Top Sells

Rank Stock Value
1
TPC
Tutor Perini Cor
TPC
+$468K
2
UBER icon
Uber
UBER
+$349K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
4
NOC icon
Northrop Grumman
NOC
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$307K

Sector Composition

Rank Sector Weight
1 Technology 18.76%
2 Healthcare 7.85%
3 Industrials 7.4%
4 Communication Services 5.56%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIV
226
RiverNorth Opportunities Fund
RIV
$317M
$240K 0.04%
20,000
– –
CFLT
227
DELISTED
Confluent
CFLT
$239K 0.04%
12,053
– –
FMHI icon
228
First Trust Municipal High Income ETF
FMHI
$1.01B
$238K 0.04%
5,000
– –
TBIL
229
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$238K 0.04%
4,750
– –
SWKS icon
230
Skyworks Solutions
SWKS
$10.6B
$235K 0.04%
3,055
– –
WDAY icon
231
Workday
WDAY
$44.4B
$235K 0.04%
984
– –
MA icon
232
Mastercard
MA
$493B
$234K 0.04%
407
+187
+85% +$107K
USMV icon
233
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$233K 0.04%
2,453
-55
-2% -$5.15K
SPYG icon
234
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$233K 0.04%
2,219
+444
+25% +$44.2K
SUB icon
235
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$232K 0.04%
+2,172
New +$232K
VWOB icon
236
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$231K 0.04%
3,447
– –
GLW icon
237
Corning
GLW
$143B
$227K 0.04%
2,762
+197
+8% +$12.9K
NXPI icon
238
NXP Semiconductors
NXPI
$60.4B
$225K 0.04%
1,000
– –
PPH icon
239
VanEck Pharmaceutical ETF
PPH
$988M
$222K 0.04%
2,351
– –
T icon
240
AT&T
T
$163B
$221K 0.04%
7,884
+1,571
+25% +$44.6K
EFA icon
241
iShares MSCI EAFE ETF
EFA
$80.2B
$219K 0.04%
2,344
– –
INMB icon
242
INmune Bio
INMB
$57.7M
$214K 0.03%
103,450
+82,075
+384% +$188K
IYJ icon
243
iShares US Industrials ETF
IYJ
$1.95B
$213K 0.03%
1,460
– –
LOW icon
244
Lowe's Companies
LOW
$125B
$212K 0.03%
845
+2
+0.2% +$491
RY icon
245
Royal Bank of Canada
RY
$293B
$212K 0.03%
1,438
+219
+18% +$30.2K
INTC icon
246
Intel
INTC
$513B
$211K 0.03%
6,166
+1,250
+25% +$30.3K
AXON
247
Axon Enterprise
AXON
$46.4B
$210K 0.03%
295
+12
+4% +$9.11K
NEE icon
248
NextEra Energy
NEE
$177B
$210K 0.03%
2,748
+339
+14% +$24.8K
VTV icon
249
Vanguard Morningstar Value ETF
VTV
$192B
$209K 0.03%
1,122
– –
TBCH
250
Turtle Beach Corp
TBCH
$277M
$206K 0.03%
13,000
-300
-2% -$4.46K
8 9
10
11 12

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SIG
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CCIP
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TVAMP
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MWA
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Westside Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Westside Investment Management held 1,438 positions worth $626M, up 16% from $539M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Westside Investment Management deployed $34.2M of net new capital in Q3 2025, opening 153 new positions and adding to 592 existing holdings. Its largest new stake was Aeluma Inc: 33,135 shares worth $533K.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Tutor Perini Cor, an estimated $468K trimmed.

  • Westside Investment Management's largest Q3 2025 buy was Aeluma Inc: 33,135 shares worth $533K.
  • Westside Investment Management added most to NVIDIA in Q3 2025, an estimated $738K increase.
  • Westside Investment Management's biggest Q3 2025 reduction was Tutor Perini Cor, cutting an estimated $468K.
  • Westside Investment Management fully exited Bank of America Depository Shares Series GG in Q3 2025, selling an estimated $75.7K.
  • Westside Investment Management's ten largest holdings make up 25% of its $626M portfolio in Q3 2025.
  • Westside Investment Management opened 153 new positions and closed 54 in Q3 2025.
  • Westside Investment Management's portfolio value rose 16% quarter-over-quarter to $626M.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.