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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
WHR icon
301
Whirlpool
WHR
$2.82B
$133K 0.02%
1,695
– –
HSIC icon
302
Henry Schein
HSIC
$9.82B
$133K 0.02%
2,000
– –
SMIZ icon
303
Zacks Small/Mid Cap ETF
SMIZ
$279M
$131K 0.02%
3,507
– –
RISN icon
304
Inspire Capital Appreciation ETF
RISN
$72.6M
$129K 0.02%
4,340
– –
BSX icon
305
Boston Scientific
BSX
$71.5B
$128K 0.02%
1,327
+351
+36% +$36.4K
SPDW icon
306
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$128K 0.02%
2,990
– –
OGE icon
307
OGE Energy
OGE
$9.71B
$128K 0.02%
2,760
– –
TMUS icon
308
T-Mobile US
TMUS
$190B
$122K 0.02%
520
+139
+36% +$33.6K
DAL icon
309
Delta Air Lines
DAL
$60.1B
$122K 0.02%
2,160
+680
+46% +$38.8K
PWR icon
310
Quanta Services
PWR
$101B
$122K 0.02%
292
+26
+10% +$10.1K
FLOT icon
311
iShares Floating Rate Bond ETF
FLOT
$10.5B
$120K 0.02%
2,353
– –
EWZ icon
312
iShares MSCI Brazil ETF
EWZ
$8.95B
$119K 0.02%
3,850
– –
UNP icon
313
Union Pacific
UNP
$174B
$119K 0.02%
505
+120
+31% +$27K
AZO icon
314
AutoZone
AZO
$51.1B
$119K 0.02%
28
+8
+40% +$32.1K
SCZ icon
315
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$118K 0.02%
1,541
+1,500
+3,659% +$112K
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$117K 0.02%
6,208
– –
ANIX icon
317
Anixa Biosciences
ANIX
$116M
$116K 0.02%
35,000
– –
DGRW icon
318
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$115K 0.02%
1,296
– –
ISRG icon
319
Intuitive Surgical
ISRG
$134B
$113K 0.02%
257
+124
+93% +$59.5K
HYMB icon
320
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
$111K 0.02%
4,439
– –
DD icon
321
DuPont de Nemours
DD
$19.2B
$111K 0.02%
1,130
– –
PTLC icon
322
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$110K 0.02%
2,013
– –
PHO icon
323
Invesco Water Resources ETF
PHO
$2.09B
$109K 0.02%
1,516
+1
+0.1% +$72
HON icon
324
Honeywell
HON
$78B
$107K 0.02%
541
+101
+23% +$21.1K
VAW icon
325
Vanguard Materials ETF
VAW
$3.08B
$106K 0.02%
519
+1
+0.2% +$203
11 12
13
14 15

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TI
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OM
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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.