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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
SCCO icon
401
Southern Copper
SCCO
$170B
$65.2K 0.01%
548
+222
+68% +$21.8K
MAR icon
402
Marriott International
MAR
$90.3B
$64.8K 0.01%
248
+99
+66% +$26.6K
JETS icon
403
US Global Jets ETF
JETS
$828M
$64.7K 0.01%
2,625
– –
ACN icon
404
Accenture
ACN
$110B
$64.3K 0.01%
264
-7
-3% -$1.82K
KB icon
405
KB Financial Group
KB
$42.5B
$64.3K 0.01%
770
+385
+100% +$31.6K
PGR icon
406
Progressive
PGR
$125B
$64.1K 0.01%
260
+130
+100% +$32K
CRK icon
407
Comstock Resources
CRK
$4.2B
$64K 0.01%
3,000
– –
GWRE icon
408
Guidewire Software
GWRE
$14.5B
$64K 0.01%
278
+139
+100% +$31.6K
NVS icon
409
Novartis
NVS
$297B
$63.8K 0.01%
484
+242
+100% +$29.5K
PNQI icon
410
Invesco NASDAQ Internet ETF
PNQI
$544M
$63.6K 0.01%
1,140
– –
MOO icon
411
VanEck Agribusiness ETF
MOO
$976M
$63.6K 0.01%
866
– –
CHT icon
412
Chunghwa Telecom
CHT
$32.8B
$63.1K 0.01%
1,438
+719
+100% +$31.9K
FISV
413
Fiserv Inc
FISV
$27.7B
$62.1K 0.01%
486
+93
+24% +$13.3K
DY icon
414
Dycom Industries
DY
$12.1B
$61.3K 0.01%
210
– –
ROP icon
415
Roper Technologies
ROP
$40B
$61.3K 0.01%
123
+51
+71% +$27.2K
VEA icon
416
Vanguard FTSE Developed Markets ETF
VEA
$236B
$60.9K 0.01%
1,017
– –
OXY icon
417
Occidental Petroleum
OXY
$58.5B
$60.2K 0.01%
1,270
-422
-25% -$19.1K
EIS icon
418
iShares MSCI Israel ETF
EIS
$890M
$60.2K 0.01%
600
– –
PDD icon
419
Pinduoduo
PDD
$132B
$60.1K 0.01%
448
+199
+80% +$23.6K
DOCS icon
420
Doximity
DOCS
$4.58B
$59.8K 0.01%
822
+122
+17% +$7.96K
PBJ icon
421
Invesco Food & Beverage ETF
PBJ
$107M
$59.5K 0.01%
1,296
– –
MRVL icon
422
Marvell Technology
MRVL
$192B
$58.5K 0.01%
696
+280
+67% +$20.6K
WF icon
423
Woori Financial
WF
$17.2B
$58.2K 0.01%
1,024
+512
+100% +$27.9K
PZA icon
424
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
$57.7K 0.01%
2,500
– –
ALB icon
425
Albemarle
ALB
$15.5B
$57.5K 0.01%
690
-400
-37% -$30.9K
15 16
17
18 19

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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.