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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
CMS icon
776
CMS Energy
CMS
$21.8B
$17.5K ﹤0.01%
242
+121
+100% +$8.69K
WNS
777
DELISTED
WNS Holdings
WNS
$17.5K ﹤0.01%
229
+120
+110% +$8.97K
THFF icon
778
First Financial Corp
THFF
$960M
$17.4K ﹤0.01%
316
+158
+100% +$8.95K
VOE icon
779
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$17.4K ﹤0.01%
100
– –
AOS icon
780
A.O. Smith
AOS
$8.49B
$17.4K ﹤0.01%
238
+119
+100% +$8.49K
FTS icon
781
Fortis
FTS
$28.3B
$17.4K ﹤0.01%
345
– –
EBC icon
782
Eastern Bankshares
EBC
$5.2B
$17.4K ﹤0.01%
952
+476
+100% +$7.85K
GBCI icon
783
Glacier Bancorp
GBCI
$6.32B
$17.2K ﹤0.01%
358
+179
+100% +$8.39K
PSKY
784
Paramount Skydance Corp
PSKY
$10.2B
$17.2K ﹤0.01%
+907
New +$14.3K
ROL icon
785
Rollins
ROL
$18B
$17.1K ﹤0.01%
294
+147
+100% +$8.36K
XRAY icon
786
Dentsply Sirona
XRAY
$2.37B
$17.1K ﹤0.01%
1,318
+811
+160% +$11.8K
SHW icon
787
Sherwin-Williams
SHW
$88.1B
$17.1K ﹤0.01%
50
+25
+100% +$8.81K
ADSK icon
788
Autodesk
ADSK
$54.3B
$17K ﹤0.01%
54
+27
+100% +$8.23K
VMBS icon
789
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$17K ﹤0.01%
363
– –
FULT icon
790
Fulton Financial
FULT
$4.59B
$17K ﹤0.01%
932
+466
+100% +$8.82K
BRO icon
791
Brown & Brown
BRO
$23.8B
$16.9K ﹤0.01%
182
+91
+100% +$8.87K
EPR icon
792
EPR Properties
EPR
$4.63B
$16.7K ﹤0.01%
286
+143
+100% +$8.04K
ALX
793
Alexander's
ALX
$1.38B
$16.6K ﹤0.01%
70
+35
+100% +$8.22K
FXR icon
794
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$765M
$16.6K ﹤0.01%
213
– –
PPL
795
PPL Corp
PPL
$26.4B
$16.5K ﹤0.01%
450
+225
+100% +$8.08K
SPYX icon
796
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$16.5K ﹤0.01%
300
– –
IDV icon
797
iShares International Select Dividend ETF
IDV
$8.52B
$16.4K ﹤0.01%
450
– –
CATY icon
798
Cathay General Bancorp
CATY
$4.21B
$16.4K ﹤0.01%
344
+172
+100% +$8.27K
WSM icon
799
Williams-Sonoma
WSM
$29.5B
$16.4K ﹤0.01%
84
– –
BUSE icon
800
First Busey Corp
BUSE
$2.54B
$16.2K ﹤0.01%
704
+352
+100% +$8.39K
30 31
32
33 34

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SIG
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CCIP
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MWA
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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.