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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
PNC icon
476
PNC Financial Services
PNC
$100B
$46.1K 0.01%
230
– –
ARGX icon
477
argenx
ARGX
$54.2B
$46K 0.01%
60
+30
+100% +$19.8K
RCL icon
478
Royal Caribbean
RCL
$82.4B
$45.7K 0.01%
142
– –
GSK icon
479
GSK
GSK
$104B
$45.1K 0.01%
991
+492
+99% +$19.2K
ACV
480
Virtus Diversified Income & Convertible Fund
ACV
$285M
$45K 0.01%
1,867
– –
MITSY
481
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$45K 0.01%
91
+45
+98% +$22.3K
SRE icon
482
Sempra
SRE
$55.1B
$44.9K 0.01%
502
+127
+34% +$10.3K
BNY
483
Bank of New York Mellon
BNY
$108B
$44.7K 0.01%
415
+127
+44% +$13K
BBVA icon
484
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$44.5K 0.01%
2,316
+1,158
+100% +$20.3K
D icon
485
Dominion Energy
D
$59.1B
$44.3K 0.01%
728
+259
+55% +$15.4K
ALNY icon
486
Alnylam Pharmaceuticals
ALNY
$29B
$44.2K 0.01%
96
+48
+100% +$19.5K
SIG icon
487
Signet Jewelers
SIG
$3.67B
$44.1K 0.01%
460
– –
WYNN icon
488
Wynn Resorts
WYNN
$10.6B
$44.1K 0.01%
338
+97
+40% +$11.2K
VV icon
489
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$44K 0.01%
143
– –
SVAL icon
490
iShares US Small Cap Value Factor ETF
SVAL
$210M
$43.6K 0.01%
1,300
– –
APP icon
491
Applovin
APP
$113B
$42.9K 0.01%
61
+23
+61% +$10.6K
LHX icon
492
L3Harris
LHX
$54B
$42.7K 0.01%
142
+71
+100% +$19.4K
DVY icon
493
iShares Select Dividend ETF
DVY
$23.6B
$42.6K 0.01%
300
– –
DELL icon
494
Dell
DELL
$296B
$42.6K 0.01%
296
+78
+36% +$10.1K
HOOD icon
495
Robinhood
HOOD
$85B
$42.6K 0.01%
306
+155
+103% +$16.9K
FICO icon
496
Fair Isaac
FICO
$22.7B
$42.4K 0.01%
28
+14
+100% +$21.1K
IHI icon
497
iShares US Medical Devices ETF
IHI
$3.44B
$42.3K 0.01%
704
+54
+8% +$3.3K
PCAR icon
498
PACCAR
PCAR
$69.1B
$42.2K 0.01%
432
+216
+100% +$21.3K
DB icon
499
Deutsche Bank
DB
$71.9B
$42.1K 0.01%
1,186
+593
+100% +$20.2K
SYFI
500
AB Short Duration High Yield ETF
SYFI
$937M
$42.1K 0.01%
1,164
– –
18 19
20
21 22

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BCM
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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
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 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.