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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
DHI icon
551
D.R. Horton
DHI
$41B
$35.5K 0.01%
206
+103
+100% +$16.2K
DKS icon
552
Dick's Sporting Goods
DKS
$19.2B
$35.4K 0.01%
152
+76
+100% +$16.5K
WES icon
553
Western Midstream Partners
WES
$19.6B
$35.4K 0.01%
900
– –
FXL icon
554
First Trust Technology AlphaDEX Fund
FXL
$2.78B
$35.1K 0.01%
209
– –
CCD
555
Calamos Dynamic Convertible & Income Fund
CCD
$741M
$35.1K 0.01%
1,667
– –
CTAS icon
556
Cintas
CTAS
$81.1B
$35K 0.01%
172
+40
+30% +$8.54K
CRUS icon
557
Cirrus Logic
CRUS
$6.11B
$35K 0.01%
279
– –
EHC icon
558
Encompass Health
EHC
$12.5B
$34.9K 0.01%
279
+101
+57% +$12K
ADI icon
559
Analog Devices
ADI
$187B
$34.9K 0.01%
144
+30
+26% +$7.21K
DLR icon
560
Digital Realty Trust
DLR
$70.8B
$34.8K 0.01%
202
+51
+34% +$8.72K
INFY icon
561
Infosys
INFY
$50.9B
$34.5K 0.01%
2,108
+1,054
+100% +$18.1K
CNS icon
562
Cohen & Steers
CNS
$4.22B
$34.5K 0.01%
529
+97
+22% +$7.11K
IDU icon
563
iShares US Utilities ETF
IDU
$1.35B
$34.4K 0.01%
310
– –
LIT icon
564
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$34.1K 0.01%
600
– –
VSS icon
565
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$34K 0.01%
238
– –
CSQ icon
566
Calamos Strategic Total Return Fund
CSQ
$3.37B
$33.8K 0.01%
1,754
– –
TSEM icon
567
Tower Semiconductor
TSEM
$28.5B
$33.8K 0.01%
452
+226
+100% +$12.3K
BF
568
DELISTED
BASF AKTIENGESELLT ADS(RP1 ORD
BF
$33.7K 0.01%
2,680
+1,340
+100% +$16.9K
SNY icon
569
Sanofi
SNY
$104B
$33.6K 0.01%
676
+338
+100% +$16.3K
CF icon
570
CF Industries
CF
$18.4B
$33.6K 0.01%
389
– –
LPLA icon
571
LPL Financial
LPLA
$29.3B
$33.5K 0.01%
+100
New +$36.2K
BMN icon
572
BlackRock 2037 Municipal Target Term Trust
BMN
$155M
$33.5K 0.01%
1,334
– –
SYY icon
573
Sysco
SYY
$40.1B
$33.3K 0.01%
403
+82
+26% +$6.56K
NGG icon
574
National Grid
NGG
$79.9B
$33.1K 0.01%
461
+231
+100% +$16.2K
DTM icon
575
DT Midstream
DTM
$13.7B
$33.1K 0.01%
290
+145
+100% +$15.2K
21 22
23
24 25

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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.