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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
SMMD icon
901
iShares Russell 2500 ETF
SMMD
$3.73B
$10.4K ﹤0.01%
+141
New +$10K
PSTL
902
Postal Realty Trust
PSTL
$678M
$10.4K ﹤0.01%
+665
New +$10.1K
IVE icon
903
iShares S&P 500 Value ETF
IVE
$49.8B
$10.3K ﹤0.01%
50
– –
TCOM icon
904
Trip.com Group
TCOM
$29.1B
$10.3K ﹤0.01%
+137
New +$9.15K
BSV icon
905
Vanguard Short-Term Bond ETF
BSV
$45.6B
$10.3K ﹤0.01%
130
– –
ARKF icon
906
ARK Blockchain & Fintech Innovation ETF
ARKF
$764M
$10.2K ﹤0.01%
180
– –
BNTX icon
907
BioNTech
BNTX
$23.5B
$10.2K ﹤0.01%
100
– –
ICL icon
908
ICL Group
ICL
$6.96B
$10.2K ﹤0.01%
+1,682
New +$10.8K
UHS icon
909
Universal Health Services
UHS
$10.5B
$10.2K ﹤0.01%
+50
New +$9K
TPYP icon
910
Tortoise North American Pipeline ETF
TPYP
$859M
$10.2K ﹤0.01%
279
– –
IEI icon
911
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$10.2K ﹤0.01%
85
– –
EIM
912
Eaton Vance Municipal Bond Fund
EIM
$499M
$10.1K ﹤0.01%
1,020
– –
MDYG icon
913
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$9.98K ﹤0.01%
109
– –
XP icon
914
XP
XP
$8.29B
$9.94K ﹤0.01%
+545
New +$9.77K
ORA icon
915
Ormat Technologies
ORA
$6.61B
$9.67K ﹤0.01%
100
– –
BKLN icon
916
Invesco Senior Loan ETF
BKLN
$6.74B
$9.65K ﹤0.01%
461
– –
MUR icon
917
Murphy Oil
MUR
$5.02B
$9.65K ﹤0.01%
+326
New +$8.22K
CC icon
918
Chemours
CC
$2.26B
$9.5K ﹤0.01%
600
– –
JHX icon
919
James Hardie Industries
JHX
$17.7B
$9.48K ﹤0.01%
482
+241
+100% +$5.77K
NAT icon
920
Nordic American Tanker
NAT
$1.37B
$9.45K ﹤0.01%
+2,822
New +$8.33K
PINC
921
DELISTED
Premier
PINC
$9.45K ﹤0.01%
340
– –
SCHH icon
922
Schwab US REIT ETF
SCHH
$11.2B
$9.28K ﹤0.01%
430
– –
FERG icon
923
Ferguson
FERG
$51.2B
$9.24K ﹤0.01%
+41
New +$9.28K
WAB icon
924
Wabtec
WAB
$49.2B
$9.21K ﹤0.01%
46
+3
+7% +$592
BMO icon
925
Bank of Montreal
BMO
$127B
$9.13K ﹤0.01%
+70
New +$8.29K
35 36
37
38 39

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TI
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OM
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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.