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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
LGLV icon
826
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
$15.1K ﹤0.01%
+84
New +$14.8K
SCHZ icon
827
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15K ﹤0.01%
641
– –
TMIC
828
DELISTED
TREND MICRO INC SPONS ADR-NEW
TMIC
$15K ﹤0.01%
280
+140
+100% +$7.49K
NXST icon
829
Nexstar Media Group
NXST
$5.92B
$14.9K ﹤0.01%
76
+38
+100% +$7.43K
LNT icon
830
Alliant Energy
LNT
$17.6B
$14.9K ﹤0.01%
222
+111
+100% +$7.16K
TFSL icon
831
TFS Financial
TFSL
$4.82B
$14.9K ﹤0.01%
1,134
+567
+100% +$7.49K
IMCB icon
832
iShares Morningstar Mid-Cap ETF
IMCB
$1.71B
$14.8K ﹤0.01%
178
+1
+0.6% +$82
FRME icon
833
First Merchants
FRME
$2.65B
$14.7K ﹤0.01%
390
+195
+100% +$7.78K
SLB icon
834
SLB Ltd
SLB
$78.8B
$14.7K ﹤0.01%
428
– –
IYH icon
835
iShares US Healthcare ETF
IYH
$3.76B
$14.7K ﹤0.01%
250
– –
XEL icon
836
Xcel Energy
XEL
$47.7B
$14.6K ﹤0.01%
182
+116
+176% +$8.39K
CCI icon
837
Crown Castle
CCI
$31.4B
$14.4K ﹤0.01%
150
+81
+117% +$8.2K
HR icon
838
Healthcare Realty
HR
$6.74B
$14.2K ﹤0.01%
772
– –
FE icon
839
FirstEnergy
FE
$27B
$14.1K ﹤0.01%
306
+153
+100% +$6.53K
SWX icon
840
Southwest Gas
SWX
$6.55B
$14K ﹤0.01%
180
+90
+100% +$7.01K
SPXC icon
841
SPX Corp
SPXC
$10.7B
$14K ﹤0.01%
75
– –
EFX icon
842
Equifax
EFX
$21.2B
$14K ﹤0.01%
55
+28
+104% +$7.04K
TRNO icon
843
Terreno Realty
TRNO
$7.45B
$14K ﹤0.01%
242
+121
+100% +$6.86K
AVT icon
844
Avnet
AVT
$8.07B
$13.9K ﹤0.01%
266
+133
+100% +$7.16K
INGR icon
845
Ingredion
INGR
$6.56B
$13.9K ﹤0.01%
114
+57
+100% +$7.35K
RIG icon
846
Transocean
RIG
$6.32B
$13.8K ﹤0.01%
4,314
– –
USPH icon
847
US Physical Therapy
USPH
$1.24B
$13.8K ﹤0.01%
+160
New +$12.8K
ADNT icon
848
Adient
ADNT
$1.46B
$13.5K ﹤0.01%
552
– –
MRP
849
Millrose Properties Inc
MRP
$4.8B
$13.4K ﹤0.01%
400
– –
PTEN icon
850
Patterson-UTI
PTEN
$4.2B
$13.3K ﹤0.01%
2,485
+1,339
+117% +$7.7K
32 33
34
35 36

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TI
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OM
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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.