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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
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.89M 0.46%
24,360
+383
+2% +$44K
AMGN icon
52
Amgen
AMGN
$222B
$2.84M 0.45%
9,950
-162
-2% -$47K
MLN icon
53
VanEck Long Muni ETF
MLN
$683M
$2.83M 0.45%
161,796
+34,183
+27% +$579K
FIXD icon
54
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$2.78M 0.44%
62,475
-4,000
-6% -$176K
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$2.76M 0.44%
33,293
+1,675
+5% +$139K
GILD icon
56
Gilead Sciences
GILD
$165B
$2.67M 0.43%
24,054
-532
-2% -$60.5K
IBB icon
57
iShares Biotechnology ETF
IBB
$9.71B
$2.59M 0.41%
17,883
-665
-4% -$90.8K
SPTM icon
58
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$2.47M 0.39%
30,605
+345
+1% +$26.8K
XLE icon
59
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$2.44M 0.39%
54,606
-1,128
-2% -$49.4K
AIVL icon
60
WisdomTree US AI Enhanced Value Fund
AIVL
$436M
$2.38M 0.38%
20,796
+53
+0.3% +$6.02K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.33M 0.37%
4,660
+315
+7% +$153K
VDC icon
62
Vanguard Consumer Staples ETF
VDC
$7.97B
$2.32M 0.37%
10,867
– –
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$2.32M 0.37%
3,484
-503
-13% -$322K
VB icon
64
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$2.31M 0.37%
9,065
-137
-1% -$34K
FDN icon
65
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$2.3M 0.37%
8,223
-20
-0.2% -$5.48K
CRWD icon
66
CrowdStrike
CRWD
$218B
$2.3M 0.37%
18,720
+188
+1% +$21.4K
JPM icon
67
JPMorgan Chase
JPM
$950B
$2.29M 0.37%
7,305
+903
+14% +$269K
CMF icon
68
iShares California Muni Bond ETF
CMF
$4.62B
$2.25M 0.36%
39,525
-747
-2% -$41.8K
BAC icon
69
Bank of America
BAC
$442B
$2.22M 0.36%
43,307
+58
+0.1% +$2.83K
VWO icon
70
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.16M 0.34%
39,763
+581
+1% +$29.9K
FVD icon
71
First Trust Value Line Dividend Fund
FVD
$8.4B
$2.14M 0.34%
46,231
+6,507
+16% +$298K
AMD icon
72
Advanced Micro Devices
AMD
$789B
$2.1M 0.34%
12,918
-346
-3% -$55.8K
BX icon
73
Blackstone
BX
$110B
$2.03M 0.32%
11,899
+142
+1% +$24.3K
XLP icon
74
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.93M 0.31%
24,638
+157
+0.6% +$12.7K
TRMB icon
75
Trimble
TRMB
$13.9B
$1.92M 0.31%
23,472
-45
-0.2% -$3.67K
1 2
3
4 5

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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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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.