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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
VEU icon
426
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$57.3K 0.01%
803
– –
FDL icon
427
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.85B
$56.4K 0.01%
1,300
– –
MLI icon
428
Mueller Industries
MLI
$15.3B
$56K 0.01%
1,108
– –
COOP
429
DELISTED
Mr. Cooper
COOP
$54.8K 0.01%
260
+130
+100% +$23.9K
ULTA icon
430
Ulta Beauty
ULTA
$23.8B
$54.7K 0.01%
100
-10
-9% -$5.12K
ABNB icon
431
Airbnb
ABNB
$110B
$54.5K 0.01%
448
-1
-0.2% -$129
BP icon
432
BP
BP
$110B
$54.5K 0.01%
1,580
+739
+88% +$24.8K
DWM icon
433
WisdomTree International Equity Fund
DWM
$693M
$54K 0.01%
816
– –
EW icon
434
Edwards Lifesciences
EW
$53.3B
$54K 0.01%
696
-600
-46% -$46.9K
IYF icon
435
iShares US Financials ETF
IYF
$4.4B
$53.2K 0.01%
420
– –
EXE
436
Expand Energy Corp
EXE
$22.4B
$53.1K 0.01%
500
– –
GEHC icon
437
GE HealthCare
GEHC
$33.1B
$52.8K 0.01%
702
– –
SECT icon
438
Main Sector Rotation ETF
SECT
$2.88B
$52.6K 0.01%
834
– –
ICE icon
439
Intercontinental Exchange
ICE
$85.2B
$52.4K 0.01%
322
+161
+100% +$28.8K
INTU icon
440
Intuit
INTU
$90.9B
$52.3K 0.01%
77
+43
+126% +$31K
INDA icon
441
iShares MSCI India ETF
INDA
$6.61B
$51.8K 0.01%
995
-200
-17% -$10.7K
ROST icon
442
Ross Stores
ROST
$82B
$51.8K 0.01%
338
+169
+100% +$24.1K
CELH icon
443
Celsius Holdings
CELH
$6.76B
$51.7K 0.01%
900
– –
TRI icon
444
Thomson Reuters
TRI
$45.1B
$51.6K 0.01%
333
+167
+101% +$31.2K
NXDR
445
Nextdoor Holdings
NXDR
$1.03B
$51.2K 0.01%
24,500
-2,500
-9% -$4.85K
TMO icon
446
Thermo Fisher Scientific
TMO
$220B
$51.2K 0.01%
97
– –
JAAA icon
447
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$50.8K 0.01%
1,000
-372
-27% -$18.9K
VRT icon
448
Vertiv
VRT
$105B
$50.5K 0.01%
335
– –
GFI icon
449
Gold Fields
GFI
$36.4B
$50.5K 0.01%
1,210
+605
+100% +$18.8K
SHEL icon
450
Shell
SHEL
$248B
$50.3K 0.01%
694
+346
+99% +$24.9K
16 17
18
19 20

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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.