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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
ON icon
326
ON Semiconductor
ON
$31.9B
$106K 0.02%
2,160
– –
VDE icon
327
Vanguard Energy ETF
VDE
$10.1B
$106K 0.02%
842
+549
+187% +$67.6K
EVRG icon
328
Evergy
EVRG
$19B
$105K 0.02%
1,384
+105
+8% +$7.48K
HIG icon
329
Hartford Financial Services
HIG
$39B
$105K 0.02%
790
+165
+26% +$21.2K
PAVE icon
330
Global X US Infrastructure Development ETF
PAVE
$14.4B
$105K 0.02%
2,205
– –
UL icon
331
Unilever
UL
$134B
$104K 0.02%
1,571
+287
+22% +$19.8K
NULC icon
332
Nuveen ESG Large-Cap ETF
NULC
$73.2M
$104K 0.02%
2,000
– –
SHG icon
333
Shinhan Financial Group
SHG
$34.8B
$104K 0.02%
2,062
+1,031
+100% +$50.4K
AZN icon
334
AstraZeneca
AZN
$249B
$104K 0.02%
630
+227
+56% +$34.4K
BOXX icon
335
Alpha Architect 1-3 Month Box ETF
BOXX
$13.5B
$102K 0.02%
900
-100
-10% -$11.3K
TT icon
336
Trane Technologies
TT
$106B
$102K 0.02%
240
+98
+69% +$41.9K
TEVA icon
337
Teva Pharmaceuticals
TEVA
$41.4B
$101K 0.02%
5,000
– –
ITW icon
338
Illinois Tool Works
ITW
$83.8B
$101K 0.02%
387
+122
+46% +$31.8K
MSTR icon
339
Strategy Inc
MSTR
$38.2B
$98.4K 0.02%
301
+54
+22% +$20K
IWM icon
340
iShares Russell 2000 ETF
IWM
$81.7B
$96.8K 0.02%
400
– –
SCHW
341
Charles Schwab
SCHW
$188B
$96K 0.02%
1,028
+339
+49% +$32.2K
SPOT icon
342
Spotify
SPOT
$105B
$95.8K 0.02%
137
+32
+30% +$22.4K
HLT icon
343
Hilton Worldwide
HLT
$70.4B
$94.3K 0.02%
366
+125
+52% +$33.8K
WM icon
344
Waste Management
WM
$90.5B
$94.1K 0.02%
427
+128
+43% +$28.8K
AFRM icon
345
Affirm
AFRM
$25.3B
$91.5K 0.01%
1,250
-101
-7% -$7.69K
GM icon
346
General Motors
GM
$76.6B
$91.5K 0.01%
1,500
-1,928
-56% -$108K
LITE icon
347
Lumentum
LITE
$66.9B
$91.4K 0.01%
562
– –
CMCSA icon
348
Comcast
CMCSA
$88.2B
$91.4K 0.01%
2,933
+702
+31% +$23.5K
OKE icon
349
Oneok
OKE
$55.6B
$90.3K 0.01%
1,238
+219
+21% +$16.8K
RNAM
350
DELISTED
Avidity Biosciences
RNAM
$88.8K 0.01%
2,066
+1,033
+100% +$41.8K
12 13
14
15 16

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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.