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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
IWB icon
276
iShares Russell 1000 ETF
IWB
$50.2B
$157K 0.03%
430
– –
LTRN icon
277
Lantern Pharma
LTRN
$36.5M
$156K 0.02%
35,900
– –
F icon
278
Ford
F
$55.7B
$155K 0.02%
12,967
– –
TJX icon
279
TJX Companies
TJX
$178B
$153K 0.02%
1,059
+314
+42% +$41.7K
VLO icon
280
Valero Energy
VLO
$85.9B
$152K 0.02%
894
+4
+0.4% +$597
UPST icon
281
Upstart Holdings
UPST
$3.03B
$152K 0.02%
2,950
-100
-3% -$7.04K
DASH icon
282
DoorDash
DASH
$93.7B
$150K 0.02%
554
-100
-15% -$25.1K
CDNS icon
283
Cadence Design Systems
CDNS
$93.4B
$149K 0.02%
422
– –
APH icon
284
Amphenol
APH
$209B
$146K 0.02%
1,174
+557
+90% +$61.1K
BKR icon
285
Baker Hughes
BKR
$61.1B
$146K 0.02%
3,000
– –
WFC icon
286
Wells Fargo
WFC
$264B
$145K 0.02%
1,780
+740
+71% +$60K
DBA icon
287
Invesco DB Agriculture Fund
DBA
$1.23B
$145K 0.02%
5,404
+300
+6% +$7.99K
LIN icon
288
Linde
LIN
$226B
$144K 0.02%
308
+142
+86% +$67.2K
GD icon
289
General Dynamics
GD
$106B
$144K 0.02%
421
+57
+16% +$18K
COP icon
290
ConocoPhillips
COP
$141B
$142K 0.02%
1,500
– –
SYK icon
291
Stryker
SYK
$130B
$141K 0.02%
385
+91
+31% +$35.2K
AWK icon
292
American Water Works
AWK
$26.9B
$139K 0.02%
1,000
– –
DUK icon
293
Duke Energy
DUK
$97.3B
$138K 0.02%
1,123
+182
+19% +$22.1K
FTSM icon
294
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$138K 0.02%
2,300
– –
REX icon
295
REX American Resources
REX
$1.41B
$138K 0.02%
4,500
– –
SPSB icon
296
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$137K 0.02%
4,516
+16
+0.4% +$483
CFA icon
297
VictoryShares US 500 Volatility Wtd ETF
CFA
$550M
$136K 0.02%
1,500
+423
+39% +$37.9K
SAP icon
298
SAP
SAP
$238B
$136K 0.02%
502
+251
+100% +$70.6K
TTWO icon
299
Take-Two Interactive
TTWO
$46.1B
$135K 0.02%
526
+48
+10% +$11.4K
IJS icon
300
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$134K 0.02%
1,212
+154
+15% +$16.4K
10 11
12
13 14

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BCM
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GWM
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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.