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
SAN icon
376
Banco Santander
SAN
$211B
$75.9K 0.01%
7,288
+3,644
+100% +$33.9K
ZBH icon
377
Zimmer Biomet
ZBH
$18.4B
$75.9K 0.01%
770
+525
+214% +$52K
ATO icon
378
Atmos Energy
ATO
$28.3B
$75.6K 0.01%
444
+72
+19% +$11.6K
LULU icon
379
lululemon athletica
LULU
$14.4B
$74.7K 0.01%
420
– –
DIAL icon
380
Columbia Diversified Fixed Income Allocation ETF
DIAL
$387M
$73.8K 0.01%
4,000
– –
MNST icon
381
Monster Beverage
MNST
$90B
$73.6K 0.01%
1,092
+227
+26% +$14.2K
JBL icon
382
Jabil
JBL
$35.8B
$72.8K 0.01%
339
+159
+88% +$34.6K
HSBC icon
383
HSBC
HSBC
$355B
$72.8K 0.01%
1,020
+510
+100% +$33.2K
VEGI icon
384
iShares MSCI Agriculture Producers ETF
VEGI
$147M
$72.1K 0.01%
1,838
– –
TDG icon
385
TransDigm Group
TDG
$67.9B
$71.5K 0.01%
55
– –
VRTX icon
386
Vertex Pharmaceuticals
VRTX
$135B
$71.1K 0.01%
176
+73
+71% +$30.5K
EA
387
DELISTED
Electronic Arts
EA
$70.6K 0.01%
350
– –
IBN icon
388
ICICI Bank
IBN
$108B
$70.5K 0.01%
2,308
+1,154
+100% +$37.7K
SPGI icon
389
S&P Global
SPGI
$121B
$70.3K 0.01%
146
+67
+85% +$35.9K
IWD icon
390
iShares Russell 1000 Value ETF
IWD
$84.2B
$70K 0.01%
344
– –
WWJD icon
391
Inspire International ETF
WWJD
$572M
$69K 0.01%
1,958
– –
UI icon
392
Ubiquiti
UI
$34.3B
$68.8K 0.01%
102
+51
+100% +$25.5K
ENB icon
393
Enbridge
ENB
$111B
$68.5K 0.01%
1,366
+259
+23% +$12.2K
CRBN icon
394
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$68.1K 0.01%
300
– –
IWF icon
395
iShares Russell 1000 Growth ETF
IWF
$127B
$67.9K 0.01%
580
– –
IVW icon
396
iShares S&P 500 Growth ETF
IVW
$77.6B
$67K 0.01%
555
– –
TTE icon
397
TotalEnergies
TTE
$193B
$66K 0.01%
1,098
+299
+37% +$18.4K
KMB icon
398
Kimberly-Clark
KMB
$36B
$65.7K 0.01%
532
+216
+68% +$27.9K
CIBR icon
399
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$65.3K 0.01%
857
– –
RDY icon
400
Dr. Reddy's Laboratories
RDY
$10B
$65.2K 0.01%
4,595
+2,236
+95% +$32.2K
14 15
16
17 18

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.