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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
ALE
801
DELISTED
Allete
ALE
$16.1K ﹤0.01%
242
+121
+100% +$7.86K
INVA icon
802
Innoviva
INVA
$1.5B
$16.1K ﹤0.01%
888
+444
+100% +$8.66K
LCII icon
803
LCI Industries
LCII
$2.53B
$16.1K ﹤0.01%
173
– –
FMBH icon
804
First Mid Bancshares
FMBH
$1.35B
$16.1K ﹤0.01%
430
+215
+100% +$8.39K
NVR icon
805
NVR
NVR
$16.7B
$16.1K ﹤0.01%
2
+1
+100% +$7.95K
SPSM icon
806
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$16K ﹤0.01%
346
– –
ARES icon
807
Ares Management
ARES
$30.5B
$16K ﹤0.01%
100
– –
KBWY icon
808
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$305M
$15.9K ﹤0.01%
1,000
– –
CRDO icon
809
Credo Technology Group
CRDO
$46.5B
$15.9K ﹤0.01%
110
– –
MSA icon
810
Mine Safety
MSA
$7.41B
$15.9K ﹤0.01%
92
+46
+100% +$7.95K
EXPO icon
811
Exponent
EXPO
$3.25B
$15.8K ﹤0.01%
227
– –
CBRE icon
812
CBRE Group
CBRE
$41.8B
$15.8K ﹤0.01%
100
– –
PCVX icon
813
Vaxcyte
PCVX
$8.73B
$15.7K ﹤0.01%
414
+211
+104% +$6.99K
FTXN icon
814
First Trust Nasdaq Oil & Gas ETF
FTXN
$160M
$15.6K ﹤0.01%
549
– –
DNOW icon
815
DNOW Inc
DNOW
$3.05B
$15.6K ﹤0.01%
1,020
– –
CNA icon
816
CNA Financial
CNA
$13.9B
$15.5K ﹤0.01%
338
+169
+100% +$7.84K
BSCR icon
817
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$15.5K ﹤0.01%
787
– –
DXCM icon
818
DexCom
DXCM
$33.1B
$15.4K ﹤0.01%
231
-120
-34% -$9.5K
ASX icon
819
ASE Group
ASX
$83.8B
$15.4K ﹤0.01%
1,384
– –
IOSP icon
820
Innospec
IOSP
$2.29B
$15.4K ﹤0.01%
199
– –
WPC icon
821
W.P. Carey
WPC
$16B
$15.3K ﹤0.01%
224
+112
+100% +$7.33K
WASH icon
822
Washington Trust Bancorp
WASH
$732M
$15.2K ﹤0.01%
538
+269
+100% +$7.78K
KARS icon
823
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.7M
$15.2K ﹤0.01%
500
– –
IONS icon
824
Ionis Pharmaceuticals
IONS
$9.55B
$15.2K ﹤0.01%
231
– –
AA icon
825
Alcoa
AA
$13.6B
$15.2K ﹤0.01%
460
+1
+0.2% +$31
31 32
33
34 35

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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.