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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
YEAR icon
926
AB Ultra Short Income ETF
YEAR
$1.52B
$9.12K ﹤0.01%
180
– –
CRH icon
927
CRH
CRH
$66.8B
$9.11K ﹤0.01%
76
– –
VEEV icon
928
Veeva Systems
VEEV
$38.2B
$9.09K ﹤0.01%
31
– –
MTD icon
929
Mettler-Toledo International
MTD
$28.8B
$9.03K ﹤0.01%
+7
New +$8.77K
PHM icon
930
Pultegroup
PHM
$24.6B
$9.01K ﹤0.01%
67
-150
-69% -$18.6K
LDOS icon
931
Leidos
LDOS
$17.5B
$9.01K ﹤0.01%
47
– –
ILMN icon
932
Illumina
ILMN
$28.9B
$9K ﹤0.01%
88
– –
PBR icon
933
Petrobras
PBR
$118B
$8.9K ﹤0.01%
+705
New +$8.86K
SRLN icon
934
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$8.9K ﹤0.01%
214
– –
STZ icon
935
Constellation Brands
STZ
$22.9B
$8.81K ﹤0.01%
65
-36
-36% -$5.73K
NIE
936
Virtus Equity & Convertible Income Fund
NIE
$738M
$8.79K ﹤0.01%
350
– –
IXN icon
937
iShares Global Tech ETF
IXN
$9.24B
$8.77K ﹤0.01%
85
– –
YORW icon
938
York Water
YORW
$507M
$8.63K ﹤0.01%
+288
New +$8.93K
SLYV icon
939
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$8.51K ﹤0.01%
96
– –
OVV icon
940
Ovintiv
OVV
$17.4B
$8.46K ﹤0.01%
209
– –
TXT icon
941
Textron
TXT
$15.3B
$8.46K ﹤0.01%
100
– –
LEA icon
942
Lear
LEA
$8.08B
$8.4K ﹤0.01%
+83
New +$8.62K
CLX icon
943
Clorox
CLX
$13B
$8.36K ﹤0.01%
68
– –
SWK icon
944
Stanley Black & Decker
SWK
$15.4B
$8.24K ﹤0.01%
+112
New +$8.21K
LEG icon
945
Leggett & Platt
LEG
$1.28B
$8.22K ﹤0.01%
921
– –
GPC icon
946
Genuine Parts
GPC
$18.5B
$8.18K ﹤0.01%
59
– –
PGX icon
947
Invesco Preferred ETF
PGX
$3.77B
$8.17K ﹤0.01%
704
– –
JHML icon
948
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
$8.15K ﹤0.01%
104
– –
IRM icon
949
Iron Mountain
IRM
$36B
$8.08K ﹤0.01%
+79
New +$7.61K
WK icon
950
Workiva
WK
$3.61B
$8.07K ﹤0.01%
96
– –
36 37
38
39 40

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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.