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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
VONG icon
601
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
$29.5K ﹤0.01%
245
-50
-17% -$5.73K
KORP icon
602
American Century Diversified Corporate Bond ETF
KORP
$896M
$29.5K ﹤0.01%
620
– –
DEI icon
603
Douglas Emmett
DEI
$1.93B
$29.1K ﹤0.01%
1,840
+920
+100% +$14.4K
EPD icon
604
Enterprise Products Partners
EPD
$82.2B
$29.1K ﹤0.01%
931
– –
FPEI icon
605
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
$29K ﹤0.01%
1,500
– –
LYG icon
606
Lloyds Banking Group
LYG
$89B
$29K ﹤0.01%
6,406
+3,203
+100% +$14K
BST icon
607
BlackRock Science and Technology Trust
BST
$1.7B
$29K ﹤0.01%
700
– –
MUFG icon
608
Mitsubishi UFJ Financial
MUFG
$251B
$28.9K ﹤0.01%
1,846
+923
+100% +$13.7K
VYMI icon
609
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$28.9K ﹤0.01%
341
– –
ZTS icon
610
Zoetis
ZTS
$30.9B
$28.5K ﹤0.01%
194
+75
+63% +$11.3K
AMP icon
611
Ameriprise Financial
AMP
$49.2B
$28.5K ﹤0.01%
58
– –
G icon
612
Genpact
G
$5.73B
$28.4K ﹤0.01%
678
+447
+194% +$19.6K
ACWI icon
613
iShares MSCI ACWI ETF
ACWI
$33.3B
$28.3K ﹤0.01%
205
– –
NET icon
614
Cloudflare
NET
$111B
$28.2K ﹤0.01%
130
+65
+100% +$13.3K
BWA icon
615
BorgWarner
BWA
$14.1B
$28.1K ﹤0.01%
640
– –
SHAK icon
616
Shake Shack
SHAK
$2.89B
$28.1K ﹤0.01%
300
– –
IWS icon
617
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$28K ﹤0.01%
200
– –
LVS icon
618
Las Vegas Sands
LVS
$29.4B
$27.9K ﹤0.01%
512
+166
+48% +$8.73K
SPHD icon
619
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$27.7K ﹤0.01%
560
-431
-43% -$21K
NDAQ icon
620
Nasdaq
NDAQ
$53.4B
$27.6K ﹤0.01%
318
+159
+100% +$14.7K
IJK icon
621
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$27.6K ﹤0.01%
288
– –
PPG icon
622
PPG Industries
PPG
$25.7B
$27.6K ﹤0.01%
262
+2
+0.8% +$222
TXN icon
623
Texas Instruments
TXN
$256B
$27.6K ﹤0.01%
150
– –
JEF icon
624
Jefferies Financial Group
JEF
$12.8B
$27.5K ﹤0.01%
421
– –
PL icon
625
Planet Labs
PL
$8.23B
$27.5K ﹤0.01%
2,000
– –
23 24
25
26 27

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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.