We are live on ! Find out more
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
KTOS icon
726
Kratos Defense & Security Solutions
KTOS
$11.7B
$20.6K ﹤0.01%
225
-125
-36% -$8.01K
SNPS icon
727
Synopsys
SNPS
$79.4B
$20.5K ﹤0.01%
42
+26
+163% +$14.7K
SPLV icon
728
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$20.5K ﹤0.01%
279
– –
ES icon
729
Eversource Energy
ES
$26.7B
$20.5K ﹤0.01%
286
+140
+96% +$9.18K
EXPD icon
730
Expeditors International
EXPD
$23.3B
$20.4K ﹤0.01%
168
+84
+100% +$9.99K
IFF icon
731
International Flavors & Fragrances
IFF
$21.6B
$20.3K ﹤0.01%
332
+87
+36% +$5.98K
VBR icon
732
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$20.2K ﹤0.01%
97
– –
FIGS icon
733
FIGS
FIGS
$2.39B
$20.1K ﹤0.01%
3,000
– –
RS icon
734
Reliance Steel & Aluminium
RS
$21.8B
$19.8K ﹤0.01%
70
+35
+100% +$10.5K
NTAP icon
735
NetApp
NTAP
$39.6B
$19.7K ﹤0.01%
166
+83
+100% +$9.28K
PNFP icon
736
Pinnacle Financial Partners Inc
PNFP
$15.8B
$19.6K ﹤0.01%
210
+105
+100% +$10.5K
SNDR icon
737
Schneider National
SNDR
$6.21B
$19.5K ﹤0.01%
938
+617
+192% +$15.1K
LNC icon
738
Lincoln National
LNC
$8.73B
$19.4K ﹤0.01%
484
+242
+100% +$9.36K
AEM icon
739
Agnico Eagle Mines
AEM
$91.4B
$19.4K ﹤0.01%
114
+57
+100% +$7.83K
TEL icon
740
TE Connectivity
TEL
$62.5B
$19.3K ﹤0.01%
88
– –
IWR icon
741
iShares Russell Mid-Cap ETF
IWR
$57.6B
$19.3K ﹤0.01%
200
– –
THG icon
742
Hanover Insurance
THG
$7.85B
$19.2K ﹤0.01%
106
+53
+100% +$9.09K
PINS icon
743
Pinterest
PINS
$13.7B
$19.2K ﹤0.01%
600
– –
CHWY icon
744
Chewy
CHWY
$9.37B
$19.2K ﹤0.01%
475
– –
MCO icon
745
Moody's
MCO
$82.7B
$19.2K ﹤0.01%
40
+20
+100% +$10.1K
KLAC icon
746
KLA
KLAC
$254B
$19.2K ﹤0.01%
+170
New +$15.9K
PEG icon
747
Public Service Enterprise Group
PEG
$37.2B
$19.2K ﹤0.01%
232
+116
+100% +$9.73K
FMX icon
748
Fomento Económico Mexicano
FMX
$41B
$19.1K ﹤0.01%
200
+100
+100% +$9.29K
WSBC icon
749
WesBanco
WSBC
$3.99B
$19.1K ﹤0.01%
596
+298
+100% +$9.5K
BLDR icon
750
Builders FirstSource
BLDR
$7.72B
$19K ﹤0.01%
150
– –
28 29
30
31 32

Similar funds

BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
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
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

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.