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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
NSC icon
651
Norfolk Southern
NSC
$75B
$25.7K ﹤0.01%
86
+58
+207% +$16.1K
VMC icon
652
Vulcan Materials
VMC
$37B
$25.3K ﹤0.01%
84
+42
+100% +$11.9K
TSN icon
653
Tyson Foods
TSN
$20.1B
$25.3K ﹤0.01%
465
+117
+34% +$6.46K
OEF icon
654
iShares S&P 100 ETF
OEF
$20.5B
$25.3K ﹤0.01%
76
– –
IP icon
655
International Paper
IP
$21.9B
$25.2K ﹤0.01%
544
– –
NE icon
656
Noble Corp
NE
$6.95B
$25.2K ﹤0.01%
864
+527
+156% +$14.9K
AON icon
657
Aon
AON
$75.7B
$25.2K ﹤0.01%
70
+35
+100% +$12.7K
ISPY icon
658
ProShares S&P 500 High Income ETF
ISPY
$1.27B
$25.1K ﹤0.01%
556
– –
BAY
659
DELISTED
BAYER AG SPONS ADR
BAY
$25K ﹤0.01%
2,878
+1,563
+119% +$13.6K
SYF icon
660
Synchrony
SYF
$25.4B
$25K ﹤0.01%
358
+179
+100% +$13K
ALLE icon
661
Allegion
ALLE
$14.1B
$24.7K ﹤0.01%
140
+70
+100% +$11.6K
DHR icon
662
Danaher
DHR
$147B
$24.7K ﹤0.01%
116
– –
RJF icon
663
Raymond James Financial
RJF
$34.5B
$24.2K ﹤0.01%
146
+73
+100% +$12.1K
VC icon
664
Visteon
VC
$2.8B
$24.2K ﹤0.01%
200
+110
+122% +$12.9K
UAL icon
665
United Airlines
UAL
$40.2B
$24.2K ﹤0.01%
254
– –
JBS
666
JBS N.V.
JBS
$44.1B
$24.2K ﹤0.01%
1,636
+818
+100% +$11.9K
KALU icon
667
Kaiser Aluminum
KALU
$3.06B
$24.1K ﹤0.01%
312
+3
+1% +$238
RPG icon
668
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$24.1K ﹤0.01%
505
– –
DLTR icon
669
Dollar Tree
DLTR
$24.9B
$24K ﹤0.01%
264
+133
+102% +$14.2K
MTSI icon
670
MACOM Technology Solutions
MTSI
$22.7B
$24K ﹤0.01%
190
+95
+100% +$12.5K
SDIV icon
671
Global X SuperDividend ETF
SDIV
$1.22B
$24K ﹤0.01%
1,000
– –
VRSK icon
672
Verisk Analytics
VRSK
$23.6B
$24K ﹤0.01%
96
+48
+100% +$13.2K
SBSW icon
673
Sibanye-Stillwater
SBSW
$7.55B
$23.9K ﹤0.01%
2,080
– –
PAAS icon
674
Pan American Silver
PAAS
$21.8B
$23.8K ﹤0.01%
614
– –
MMS icon
675
Maximus
MMS
$2.9B
$23.8K ﹤0.01%
260
– –
25 26
27
28 29

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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.