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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
SPG icon
751
Simon Property Group
SPG
$71.4B
$18.9K ﹤0.01%
102
+51
+100% +$8.8K
TD icon
752
Toronto Dominion Bank
TD
$201B
$18.9K ﹤0.01%
235
– –
PSLV icon
753
Sprott Physical Silver Trust
PSLV
$13.8B
$18.8K ﹤0.01%
1,200
– –
VOX icon
754
Vanguard Communication Services ETF
VOX
$5.86B
$18.8K ﹤0.01%
100
– –
CVE icon
755
Cenovus Energy
CVE
$54.8B
$18.7K ﹤0.01%
1,117
+552
+98% +$8.62K
TEX icon
756
Terex
TEX
$7.57B
$18.6K ﹤0.01%
360
+180
+100% +$9.17K
TKR icon
757
Timken Company
TKR
$8.81B
$18.5K ﹤0.01%
246
+123
+100% +$9.49K
DVN icon
758
Devon Energy
DVN
$49.8B
$18.5K ﹤0.01%
523
+213
+69% +$7.25K
GBTC icon
759
Grayscale Bitcoin Trust
GBTC
$9.59B
$18.4K ﹤0.01%
205
– –
CGXU icon
760
Capital Group International Focus Equity ETF
CGXU
$6.55B
$18.2K ﹤0.01%
615
+65
+12% +$1.82K
DECK icon
761
Deckers Outdoor
DECK
$13.2B
$18.2K ﹤0.01%
180
+90
+100% +$9.82K
VLUE icon
762
iShares MSCI USA Value Factor ETF
VLUE
$9.51B
$18.1K ﹤0.01%
145
– –
PH icon
763
Parker-Hannifin
PH
$134B
$18.1K ﹤0.01%
24
+11
+85% +$8.12K
FANG icon
764
Diamondback Energy
FANG
$55.5B
$18.1K ﹤0.01%
126
+63
+100% +$8.97K
PKG icon
765
Packaging Corp of America
PKG
$22.7B
$18K ﹤0.01%
84
+42
+100% +$8.66K
CIVI
766
DELISTED
Civitas Resources
CIVI
$18K ﹤0.01%
508
+273
+116% +$8.74K
LYB icon
767
LyondellBasell Industries
LYB
$20.1B
$17.9K ﹤0.01%
368
+115
+45% +$6.49K
RNW icon
768
ReNew
RNW
$2.24B
$17.9K ﹤0.01%
2,184
+1,122
+106% +$8.54K
PII icon
769
Polaris
PII
$4.01B
$17.9K ﹤0.01%
295
+2
+0.7% +$108
FXO icon
770
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$17.8K ﹤0.01%
300
– –
DVA icon
771
DaVita
DVA
$11.7B
$17.8K ﹤0.01%
134
+67
+100% +$9.2K
CGUS icon
772
Capital Group Core Equity ETF
CGUS
$11.9B
$17.8K ﹤0.01%
450
– –
NU icon
773
Nu Holdings
NU
$67.3B
$17.6K ﹤0.01%
1,162
+576
+98% +$8.04K
WTRG icon
774
Essential Utilities
WTRG
$11.3B
$17.6K ﹤0.01%
454
+227
+100% +$8.65K
HUBG icon
775
HUB Group
HUBG
$2.93B
$17.5K ﹤0.01%
509
– –
29 30
31
32 33

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TI
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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.