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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
ICLN icon
876
iShares Global Clean Energy ETF
ICLN
$2.08B
$11.6K ﹤0.01%
750
– –
WMB icon
877
Williams Companies
WMB
$86.8B
$11.6K ﹤0.01%
183
– –
SPCE icon
878
Virgin Galactic
SPCE
$400M
$11.6K ﹤0.01%
3,000
+500
+20% +$1.68K
CX icon
879
Cemex
CX
$16.4B
$11.5K ﹤0.01%
+1,298
New +$11.1K
IGV icon
880
iShares Expanded Tech-Software Sector ETF
IGV
$15B
$11.5K ﹤0.01%
100
– –
SPSC icon
881
SPS Commerce
SPSC
$2.68B
$11.4K ﹤0.01%
110
+55
+100% +$6.55K
UPS icon
882
United Parcel Service
UPS
$88.4B
$11.4K ﹤0.01%
136
-824
-86% -$74.6K
TPR icon
883
Tapestry
TPR
$32.5B
$11.3K ﹤0.01%
100
– –
GIS icon
884
General Mills
GIS
$19.8B
$11.1K ﹤0.01%
220
-68
-24% -$3.41K
RWL icon
885
Invesco S&P 500 Revenue ETF
RWL
$9.95B
$11.1K ﹤0.01%
100
– –
NUSC icon
886
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$11K ﹤0.01%
250
– –
WBD icon
887
Warner Bros
WBD
$67.6B
$11K ﹤0.01%
563
+120
+27% +$1.64K
BHP icon
888
BHP
BHP
$230B
$11K ﹤0.01%
197
– –
ALC icon
889
Alcon
ALC
$35.3B
$11K ﹤0.01%
146
+73
+100% +$6.09K
URTH icon
890
iShares MSCI World ETF
URTH
$8.35B
$11K ﹤0.01%
+60
New +$10.5K
MT icon
891
ArcelorMittal
MT
$55.7B
$10.8K ﹤0.01%
+282
New +$9.5K
SCHE icon
892
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$10.8K ﹤0.01%
323
– –
IRBT
893
DELISTED
iRobot
IRBT
$10.8K ﹤0.01%
3,000
– –
AV
894
DELISTED
Aviva Plc
AV
$10.7K ﹤0.01%
+565
New +$10.7K
AKZOY
895
DELISTED
Akzo Nobel NV
AKZOY
$10.7K ﹤0.01%
+450
New +$10.7K
APA icon
896
APA Corp
APA
$14.1B
$10.6K ﹤0.01%
+423
New +$8.93K
CRL icon
897
Charles River Laboratories
CRL
$12.9B
$10.6K ﹤0.01%
62
– –
SCHF icon
898
Schwab International Equity ETF
SCHF
$68.4B
$10.6K ﹤0.01%
454
– –
AES icon
899
AES
AES
$10.5B
$10.5K ﹤0.01%
800
– –
OGN icon
900
Organon & Co
OGN
$3.57B
$10.4K ﹤0.01%
956
+766
+403% +$7.52K
34 35
36
37 38

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TI
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SIG
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CCIP
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TVAMP
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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.