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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
MTUM icon
351
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$88.7K 0.01%
346
– –
TDOC icon
352
Teladoc Health
TDOC
$1.29B
$87K 0.01%
11,250
+2,500
+29% +$19.5K
VT icon
353
Vanguard Total World Stock ETF
VT
$81.2B
$86.9K 0.01%
630
– –
XLRE icon
354
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$86.6K 0.01%
+2,055
New +$86K
LEN icon
355
Lennar Class A
LEN
$20.6B
$86K 0.01%
681
-119
-15% -$14.8K
SPYD icon
356
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
$85.8K 0.01%
1,950
– –
IJH icon
357
iShares Core S&P Mid-Cap ETF
IJH
$127B
$85.6K 0.01%
1,311
+55
+4% +$3.54K
SOFI icon
358
SoFi Technologies
SOFI
$23.4B
$85.5K 0.01%
3,300
– –
VZ icon
359
Verizon
VZ
$195B
$84.9K 0.01%
1,936
+841
+77% +$36.4K
UBS icon
360
UBS Group
UBS
$177B
$84.7K 0.01%
2,095
+958
+84% +$37.2K
PLD icon
361
Prologis
PLD
$132B
$84.3K 0.01%
734
– –
SCHA icon
362
Schwab U.S Small- Cap ETF
SCHA
$23B
$82.2K 0.01%
2,948
– –
SONY icon
363
Sony
SONY
$140B
$82.2K 0.01%
2,860
+1,430
+100% +$38.5K
TM icon
364
Toyota
TM
$224B
$82K 0.01%
428
+88
+26% +$16.6K
ABB
365
DELISTED
ABB Ltd
ABB
$81.4K 0.01%
1,124
+562
+100% +$40.7K
XYZ
366
Block Inc
XYZ
$47.5B
$81.4K 0.01%
1,122
+26
+2% +$1.95K
JCI icon
367
Johnson Controls International
JCI
$91.3B
$81.1K 0.01%
742
+241
+48% +$25.8K
SPYV icon
368
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$79.6K 0.01%
1,438
+394
+38% +$21.2K
CB icon
369
Chubb
CB
$134B
$79.4K 0.01%
282
+132
+88% +$36.3K
TRV icon
370
Travelers Companies
TRV
$78.3B
$78.5K 0.01%
282
+65
+30% +$17.4K
TMSL icon
371
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.91B
$77.9K 0.01%
2,215
+250
+13% +$8.52K
PPA icon
372
Invesco Aerospace & Defense ETF
PPA
$8.72B
$77.7K 0.01%
500
– –
PFF icon
373
iShares Preferred and Income Securities ETF
PFF
$13.2B
$77.7K 0.01%
2,458
– –
HIT
374
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$77.3K 0.01%
2,944
+1,302
+79% +$34.2K
TIP icon
375
iShares TIPS Bond ETF
TIP
$14.7B
$76.6K 0.01%
689
– –
13 14
15
16 17

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TI
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OM
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SIG
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CCIP
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MWA
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JGUA
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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.