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
TAC icon
851
TransAlta
TAC
$3.93B
$13.3K ﹤0.01%
962
– –
CALM icon
852
Cal-Maine
CALM
$3.89B
$13.3K ﹤0.01%
141
– –
VOOV icon
853
Vanguard S&P 500 Value ETF
VOOV
$6.75B
$13.3K ﹤0.01%
66
+1
+2% +$194
GOOD
854
Gladstone Commercial Corp
GOOD
$623M
$13.2K ﹤0.01%
1,072
+536
+100% +$7.14K
EMR icon
855
Emerson Electric
EMR
$88.5B
$13.1K ﹤0.01%
100
– –
LH icon
856
Labcorp
LH
$25.9B
$13.1K ﹤0.01%
+47
New +$12.6K
EEM icon
857
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$13.1K ﹤0.01%
245
– –
LUV icon
858
Southwest Airlines
LUV
$22.2B
$12.8K ﹤0.01%
402
– –
KIM icon
859
Kimco Realty
KIM
$16.1B
$12.7K ﹤0.01%
590
+295
+100% +$6.41K
TSLX icon
860
Sixth Street Specialty
TSLX
$1.78B
$12.7K ﹤0.01%
572
+286
+100% +$6.88K
NSP icon
861
Insperity
NSP
$2B
$12.6K ﹤0.01%
256
– –
DSL
862
DoubleLine Income Solutions Fund
DSL
$1.24B
$12.3K ﹤0.01%
1,000
– –
ED icon
863
Consolidated Edison
ED
$39.4B
$12.2K ﹤0.01%
124
+62
+100% +$6.22K
RLX icon
864
RLX Technology
RLX
$2.47B
$12.1K ﹤0.01%
+4,584
New +$10.9K
HDB icon
865
HDFC Bank
HDB
$121B
$12.1K ﹤0.01%
358
– –
HYS icon
866
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$12.1K ﹤0.01%
126
– –
CTVA icon
867
Corteva
CTVA
$51.6B
$12K ﹤0.01%
178
– –
IBIT icon
868
iShares Bitcoin Trust
IBIT
$48.1B
$12K ﹤0.01%
185
+30
+19% +$1.95K
HII icon
869
Huntington Ingalls Industries
HII
$13.1B
$12K ﹤0.01%
+42
New +$11.2K
USO icon
870
United States Oil Fund
USO
$1.75B
$11.9K ﹤0.01%
162
– –
FSLR icon
871
First Solar
FSLR
$25.4B
$11.9K ﹤0.01%
+53
New +$10.2K
UMC icon
872
United Microelectronic
UMC
$47.9B
$11.8K ﹤0.01%
+1,592
New +$11.3K
BBDC icon
873
Barings BDC
BBDC
$958M
$11.8K ﹤0.01%
1,360
+680
+100% +$6.4K
SPIB icon
874
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$11.7K ﹤0.01%
346
– –
EC icon
875
Ecopetrol
EC
$35.5B
$11.7K ﹤0.01%
+1,272
New +$11.4K
33 34
35
36 37

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
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 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.