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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
HEI icon
626
HEICO Corp
HEI
$50.9B
$27.5K ﹤0.01%
86
+43
+100% +$13.7K
VOOG icon
627
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$27.5K ﹤0.01%
372
– –
STN icon
628
Stantec
STN
$8.35B
$27.5K ﹤0.01%
252
+126
+100% +$13.8K
RACE icon
629
Ferrari
RACE
$71.5B
$27.5K ﹤0.01%
56
+28
+100% +$13.4K
AUB icon
630
Atlantic Union Bankshares
AUB
$5.95B
$27.4K ﹤0.01%
780
+390
+100% +$13.3K
TAN icon
631
Invesco Solar ETF
TAN
$1.36B
$27.4K ﹤0.01%
628
– –
APD icon
632
Air Products & Chemicals
APD
$68.6B
$27.4K ﹤0.01%
102
-3
-3% -$868
KAI icon
633
Kadant
KAI
$3.94B
$27.4K ﹤0.01%
92
– –
ODFL icon
634
Old Dominion Freight Line
ODFL
$44.1B
$27.3K ﹤0.01%
196
+98
+100% +$15K
ONTO icon
635
Onto Innovation
ONTO
$14.5B
$27.2K ﹤0.01%
198
+99
+100% +$10.6K
DDOG icon
636
Datadog
DDOG
$93.6B
$26.9K ﹤0.01%
176
+75
+74% +$10.3K
XLB icon
637
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$26.8K ﹤0.01%
600
– –
TLRY icon
638
Tilray
TLRY
$602M
$26.7K ﹤0.01%
1,555
– –
RUSHB icon
639
Rush Enterprises Class B
RUSHB
$6.06B
$26.6K ﹤0.01%
464
– –
DRI icon
640
Darden Restaurants
DRI
$24.9B
$26.6K ﹤0.01%
138
– –
XOP icon
641
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.62B
$26.4K ﹤0.01%
200
– –
NULG icon
642
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$26.4K ﹤0.01%
265
– –
KHC icon
643
Kraft Heinz
KHC
$29.6B
$26.2K ﹤0.01%
1,003
– –
BUI icon
644
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$713M
$26.2K ﹤0.01%
1,000
– –
KRC icon
645
Kilroy Realty
KRC
$4.32B
$26K ﹤0.01%
618
+309
+100% +$12.2K
FITB
646
Fifth Third Bancorp
FITB
$51.8B
$25.9K ﹤0.01%
584
+292
+100% +$12.8K
XPO icon
647
XPO
XPO
$23.5B
$25.9K ﹤0.01%
200
– –
ABR icon
648
Arbor Realty Trust
ABR
$1,000M
$25.9K ﹤0.01%
2,100
– –
CASY icon
649
Casey's General Stores
CASY
$31.6B
$25.7K ﹤0.01%
46
+23
+100% +$12K
IXUS icon
650
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$25.7K ﹤0.01%
+311
New +$24.7K
24 25
26
27 28

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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.