We are live on ! Find out more
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
PLTR icon
251
Palantir
PLTR
$425B
$203K 0.03%
1,098
+304
+38% +$49.3K
MCK icon
252
McKesson
MCK
$103B
$203K 0.03%
263
+29
+12% +$20.4K
MDLZ icon
253
Mondelez International
MDLZ
$78.7B
$201K 0.03%
3,211
+269
+9% +$17.4K
AEP icon
254
American Electric Power
AEP
$66.9B
$200K 0.03%
1,778
+178
+11% +$19.5K
COIN icon
255
Coinbase
COIN
$39.6B
$199K 0.03%
583
+126
+28% +$42.7K
SCHD icon
256
Schwab US Dividend Equity ETF
SCHD
$106B
$198K 0.03%
7,204
+383
+6% +$10.4K
AVEM icon
257
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$196K 0.03%
2,610
– –
COF icon
258
Capital One
COF
$133B
$196K 0.03%
918
+259
+39% +$56.7K
ETN icon
259
Eaton
ETN
$175B
$195K 0.03%
521
+148
+40% +$53.8K
TOTL icon
260
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$195K 0.03%
4,800
– –
MSGS icon
261
Madison Square Garden
MSGS
$9.39B
$193K 0.03%
849
+65
+8% +$13.3K
NVNO
262
enVVeno Medical
NVNO
$7.08M
$193K 0.03%
6,080
-1,906
-24% -$195K
TGT icon
263
Target
TGT
$67.8B
$183K 0.03%
2,040
+498
+32% +$49K
ATE
264
DELISTED
Advantest Corp
ATE
$179K 0.03%
1,752
+876
+100% +$89.6K
IQDG icon
265
WisdomTree International Quality Dividend Growth Fund
IQDG
$731M
$177K 0.03%
4,391
– –
HCA icon
266
HCA Healthcare
HCA
$89.2B
$176K 0.03%
413
+62
+18% +$24K
DSI icon
267
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$171K 0.03%
1,355
– –
ARKW icon
268
ARK Web x.0 ETF
ARKW
$1.76B
$170K 0.03%
975
– –
ANET icon
269
Arista Networks
ANET
$243B
$170K 0.03%
1,140
+370
+48% +$47.6K
HEDJ icon
270
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$169K 0.03%
3,356
– –
XCEM icon
271
Columbia EM Core ex-China ETF
XCEM
$1.99B
$168K 0.03%
4,624
-100
-2% -$3.49K
IWN icon
272
iShares Russell 2000 Value ETF
IWN
$14.5B
$166K 0.03%
940
– –
PENN icon
273
PENN Entertainment
PENN
$2.63B
$163K 0.03%
8,450
-1,375
-14% -$25.8K
NVO
274
Novo Nordisk
NVO
$207B
$161K 0.03%
2,830
+473
+20% +$27.7K
ONEQ icon
275
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$160K 0.03%
1,800
– –
9 10
11
12 13

Similar funds

BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

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.