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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
IR icon
526
Ingersoll Rand
IR
$33.6B
$38.7K 0.01%
464
+232
+100% +$19K
THC icon
527
Tenet Healthcare
THC
$20.9B
$38.7K 0.01%
192
+96
+100% +$17K
CEG icon
528
Constellation Energy
CEG
$95.8B
$38.6K 0.01%
110
+60
+120% +$19.4K
KMI icon
529
Kinder Morgan
KMI
$69.9B
$38.5K 0.01%
1,360
+1,032
+315% +$28.2K
IMO icon
530
Imperial Oil
IMO
$62.3B
$38.3K 0.01%
426
+213
+100% +$18.4K
HTAB icon
531
Hartford Schroders Tax-Aware Bond ETF
HTAB
$291M
$38.3K 0.01%
2,000
– –
SI
532
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$38.2K 0.01%
278
+139
+100% +$19.1K
FTNT icon
533
Fortinet
FTNT
$120B
$38.2K 0.01%
448
+224
+100% +$20K
OKTA icon
534
Okta
OKTA
$26.2B
$38.1K 0.01%
415
+193
+87% +$18K
DOV icon
535
Dover
DOV
$28.3B
$37.9K 0.01%
228
+114
+100% +$20.5K
MMM icon
536
3M
MMM
$93.9B
$37.9K 0.01%
243
+106
+77% +$16.3K
HOPE icon
537
Hope Bancorp
HOPE
$1.79B
$37.7K 0.01%
3,500
– –
CP icon
538
Canadian Pacific Kansas City
CP
$79.6B
$37.6K 0.01%
503
+133
+36% +$10.2K
MSCI icon
539
MSCI
MSCI
$40.9B
$37.6K 0.01%
68
+34
+100% +$19.2K
SIMO icon
540
Silicon Motion
SIMO
$7.82B
$37.5K 0.01%
395
– –
SSRM icon
541
SSR Mining
SSRM
$6.4B
$37.2K 0.01%
+1,558
New +$26.4K
SMG icon
542
ScottsMiracle-Gro
SMG
$3.63B
$37.2K 0.01%
650
– –
L icon
543
Loews
L
$23.3B
$37.1K 0.01%
370
+185
+100% +$17.5K
IGPT icon
544
Invesco AI and Next Gen Software ETF
IGPT
$1.14B
$36.7K 0.01%
680
– –
VNO icon
545
Vornado Realty Trust
VNO
$7.26B
$36.5K 0.01%
886
+443
+100% +$17.3K
DFP
546
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$429M
$36.1K 0.01%
1,667
– –
HMC icon
547
Honda
HMC
$41.2B
$35.9K 0.01%
1,166
+233
+25% +$7.6K
AFL icon
548
Aflac
AFL
$61.2B
$35.9K 0.01%
324
+162
+100% +$17K
LOGI icon
549
Logitech
LOGI
$15B
$35.8K 0.01%
326
+163
+100% +$16.4K
RMD icon
550
ResMed
RMD
$31.9B
$35.8K 0.01%
132
+66
+100% +$18K
20 21
22
23 24

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GWM
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TI
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OM
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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.