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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
MIRM icon
701
Mirum Pharmaceuticals
MIRM
$6.02B
$22K ﹤0.01%
+300
New +$19.1K
EON
702
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$22K ﹤0.01%
1,156
+578
+100% +$11K
ECL icon
703
Ecolab
ECL
$79.7B
$21.9K ﹤0.01%
80
– –
ADM icon
704
Archer Daniels Midland
ADM
$38.8B
$21.8K ﹤0.01%
366
+140
+62% +$8.19K
APTV icon
705
Aptiv
APTV
$10.3B
$21.8K ﹤0.01%
250
+124
+98% +$9.35K
CTSH icon
706
Cognizant
CTSH
$26.3B
$21.7K ﹤0.01%
324
– –
SCHX icon
707
Schwab US Large- Cap ETF
SCHX
$74.6B
$21.7K ﹤0.01%
823
– –
TDF
708
Templeton Dragon Fund
TDF
$281M
$21.7K ﹤0.01%
1,865
– –
FIVE icon
709
Five Below
FIVE
$13B
$21.7K ﹤0.01%
+140
New +$19.8K
RELX icon
710
RELX
RELX
$62.1B
$21.6K ﹤0.01%
458
+229
+100% +$11.3K
NTRS icon
711
Northern Trust
NTRS
$34.4B
$21.5K ﹤0.01%
164
+82
+100% +$10.6K
ABG icon
712
Asbury Automotive
ABG
$3.78B
$21.5K ﹤0.01%
88
– –
MGM icon
713
MGM Resorts International
MGM
$10.9B
$21.5K ﹤0.01%
620
+250
+68% +$9.17K
SLYG icon
714
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
$21.5K ﹤0.01%
228
– –
BYND icon
715
Beyond Meat
BYND
$268M
$21.4K ﹤0.01%
11,300
+500
+5% +$1.47K
FBIN icon
716
Fortune Brands Innovations
FBIN
$5.73B
$21.4K ﹤0.01%
400
– –
PEY icon
717
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$21.1K ﹤0.01%
1,000
– –
TXNM
718
TXNM Energy Inc
TXNM
$5.91B
$21.1K ﹤0.01%
371
– –
WTFC icon
719
Wintrust Financial
WTFC
$10.7B
$21.1K ﹤0.01%
160
+80
+100% +$10.6K
MCHP icon
720
Microchip Technology
MCHP
$44.2B
$21K ﹤0.01%
328
+317
+2,882% +$21.5K
ILCB icon
721
iShares Morningstar US Equity ETF
ILCB
$1.32B
$21K ﹤0.01%
226
– –
OC icon
722
Owens Corning
OC
$12.2B
$20.9K ﹤0.01%
148
+74
+100% +$10.9K
DT icon
723
Dynatrace
DT
$14.6B
$20.9K ﹤0.01%
432
+216
+100% +$10.9K
IDEV icon
724
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
$20.8K ﹤0.01%
260
– –
FXI icon
725
iShares China Large-Cap ETF
FXI
$4.35B
$20.6K ﹤0.01%
500
– –
27 28
29
30 31

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GWM
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TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
OM
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SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
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.