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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
MRSH
451
Marsh
MRSH
$91B
$49.9K 0.01%
248
+109
+78% +$22.4K
ALLY icon
452
Ally Financial
ALLY
$13.3B
$49.9K 0.01%
1,288
+451
+54% +$18.1K
NEM icon
453
Newmont
NEM
$124B
$49.7K 0.01%
578
+289
+100% +$20.2K
CME icon
454
CME Group
CME
$94.8B
$49.6K 0.01%
186
+63
+51% +$17.1K
NTES icon
455
NetEase
NTES
$85.4B
$49.5K 0.01%
330
+165
+100% +$22.7K
SPBO icon
456
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
$49.3K 0.01%
+1,664
New +$48.7K
CMI icon
457
Cummins
CMI
$87.4B
$49K 0.01%
116
– –
CARR icon
458
Carrier Global
CARR
$52.3B
$49K 0.01%
824
+337
+69% +$22.9K
IFX
459
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$48.9K 0.01%
1,234
+617
+100% +$24.4K
VRNS icon
460
Varonis Systems
VRNS
$4.88B
$48.8K 0.01%
844
+422
+100% +$23.4K
BUD icon
461
AB InBev
BUD
$164B
$48.7K 0.01%
816
+58
+8% +$3.65K
NCLH icon
462
Norwegian Cruise Line
NCLH
$8.52B
$48.6K 0.01%
2,004
+902
+82% +$21.9K
WIT icon
463
Wipro
WIT
$19.7B
$48.5K 0.01%
18,436
+9,218
+100% +$25.9K
HDV
464
iShares Core High Dividend ETF
HDV
$15B
$48.4K 0.01%
1,975
-55
-3% -$1.33K
SPAB icon
465
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.91B
$48.3K 0.01%
1,869
– –
BKNG icon
466
Booking.com
BKNG
$160B
$48.2K 0.01%
225
+100
+80% +$22.3K
SLF icon
467
Sun Life Financial
SLF
$45.8B
$48.2K 0.01%
801
+223
+39% +$13.4K
ENPH icon
468
Enphase Energy
ENPH
$5.41B
$47.8K 0.01%
1,350
– –
IDXX icon
469
Idexx Laboratories
IDXX
$46.9B
$47.1K 0.01%
76
+38
+100% +$23.1K
HCI icon
470
HCI Group
HCI
$2.36B
$47.1K 0.01%
252
+126
+100% +$20K
TSCO icon
471
Tractor Supply
TSCO
$18B
$47K 0.01%
830
+133
+19% +$7.83K
REGN icon
472
Regeneron Pharmaceuticals
REGN
$83.2B
$46.7K 0.01%
81
– –
TRPA
473
Hartford AAA CLO ETF
TRPA
$111M
$46.7K 0.01%
1,200
– –
XLC icon
474
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$46.4K 0.01%
396
+40
+11% +$4.45K
LNG icon
475
Cheniere Energy
LNG
$54.9B
$46.2K 0.01%
199
+90
+83% +$21.2K
17 18
19
20 21

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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 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.