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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
+3.37%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$625M
AUM Growth
-$805K
Cap. Flow
-$12.3M
Cap. Flow %
-1.97%
Top 10 Hldgs %
25.55%
Holding
1,567
New
183
Increased
353
Reduced
190
Closed
73

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$1.15M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$947K
3
MLN icon
VanEck Long Muni ETF
MLN
+$912K
4
FTMS
Franklin Short-Term Municipal Income ETF
FTMS
+$713K
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$468K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.1M
2
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$2.33M
3
IAU icon
iShares Gold Trust
IAU
+$1.59M
4
ADBE icon
Adobe
ADBE
+$978K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$806K

Sector Composition

Rank Sector Weight
1 Technology 18.88%
2 Healthcare 7.77%
3 Industrials 7.22%
4 Communication Services 6.19%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BP icon
426
BP
BP
$110B
$56.5K 0.01%
1,580
– –
EXAS
427
DELISTED
Exact Sciences
EXAS
$56.2K 0.01%
552
+10
+2% +$803
DWM icon
428
WisdomTree International Equity Fund
DWM
$693M
$56.1K 0.01%
816
– –
BBVA icon
429
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$55.6K 0.01%
2,316
– –
EXPE icon
430
Expedia Group
EXPE
$37.1B
$55.5K 0.01%
196
+7
+4% +$1.73K
IFX
431
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$55.3K 0.01%
1,234
– –
EXE
432
Expand Energy Corp
EXE
$22.3B
$55.2K 0.01%
500
– –
PNC icon
433
PNC Financial Services
PNC
$100B
$55K 0.01%
263
+33
+14% +$6.37K
TSEM icon
434
Tower Semiconductor
TSEM
$29.3B
$55K 0.01%
452
– –
XYZ
435
Block Inc
XYZ
$47.5B
$54.9K 0.01%
843
-279
-25% -$19.2K
NXDR
436
Nextdoor Holdings
NXDR
$1.03B
$54.6K 0.01%
26,000
+1,500
+6% +$2.94K
CME icon
437
CME Group
CME
$95.8B
$54.4K 0.01%
201
+15
+8% +$4.08K
MITSY
438
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$54.1K 0.01%
91
– –
ROP icon
439
Roper Technologies
ROP
$40.1B
$53.9K 0.01%
124
+1
+0.8% +$463
WIT icon
440
Wipro
WIT
$19.8B
$53.8K 0.01%
18,436
– –
SECT icon
441
Main Sector Rotation ETF
SECT
$2.88B
$53.8K 0.01%
834
– –
PDD icon
442
Pinduoduo
PDD
$132B
$52.9K 0.01%
458
+10
+2% +$1.24K
OXY icon
443
Occidental Petroleum
OXY
$58.5B
$52.8K 0.01%
1,270
– –
GFI icon
444
Gold Fields
GFI
$36.6B
$52.7K 0.01%
1,210
– –
SHEL icon
445
Shell
SHEL
$249B
$52.4K 0.01%
694
– –
GWRE icon
446
Guidewire Software
GWRE
$14.5B
$52.2K 0.01%
278
– –
BUD icon
447
AB InBev
BUD
$163B
$52.2K 0.01%
817
+1
+0.1% +$62
ICE icon
448
Intercontinental Exchange
ICE
$85.1B
$52K 0.01%
325
+3
+0.9% +$470
IYF icon
449
iShares US Financials ETF
IYF
$4.4B
$51.6K 0.01%
400
-20
-5% -$2.5K
INTU icon
450
Intuit
INTU
$91.3B
$51.1K 0.01%
81
+4
+5% +$2.64K
16 17
18
19 20

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TI
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Westside Investment Management held 1,567 positions worth $625M, down 0.13% from $626M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Westside Investment Management's Q4 2025 filing shows 183 new, 353 increased, 190 reduced and 73 closed positions. Its largest new stake was Franklin Short-Term Municipal Income ETF: 71,714 shares worth $712K. The largest sale was iShares Core MSCI EAFE ETF, an estimated $10.1M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Healthcare and Industrials.

  • Westside Investment Management's largest Q4 2025 buy was Franklin Short-Term Municipal Income ETF: 71,714 shares worth $712K.
  • Westside Investment Management added most to iShares National Muni Bond ETF in Q4 2025, an estimated $1.15M increase.
  • Westside Investment Management's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $10.1M.
  • Westside Investment Management fully exited VanEck Gold Miners ETF in Q4 2025, selling an estimated $806K.
  • Westside Investment Management's ten largest holdings make up 26% of its $625M portfolio in Q4 2025.
  • Westside Investment Management opened 183 new positions and closed 73 in Q4 2025.
  • Westside Investment Management's portfolio value fell 0.13% quarter-over-quarter to $625M.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.