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
CHRD icon
951
Chord Energy
CHRD
$7.39B
$8.03K ﹤0.01%
+80
New +$8.41K
KKR icon
952
KKR & Co
KKR
$92.3B
$8.03K ﹤0.01%
63
– –
CMRE icon
953
Costamare
CMRE
$1.77B
$7.94K ﹤0.01%
655
– –
IQ icon
954
iQIYI
IQ
$1.28B
$7.94K ﹤0.01%
3,100
– –
TTEK icon
955
Tetra Tech
TTEK
$9.07B
$7.93K ﹤0.01%
+239
New +$8.69K
TLK icon
956
Telkom Indonesia
TLK
$14.9B
$7.93K ﹤0.01%
+424
New +$7.84K
NWN icon
957
Northwest Natural Holdings
NWN
$2.12B
$7.9K ﹤0.01%
+178
New +$7.38K
HE icon
958
Hawaiian Electric Industries
HE
$2.14B
$7.89K ﹤0.01%
715
– –
AIG icon
959
American International
AIG
$41.3B
$7.85K ﹤0.01%
100
– –
HOLX
960
DELISTED
Hologic
HOLX
$7.78K ﹤0.01%
116
– –
EQT icon
961
EQT Corp
EQT
$32.3B
$7.75K ﹤0.01%
138
– –
WOOF icon
962
Petco
WOOF
$794M
$7.74K ﹤0.01%
2,000
– –
BMNR
963
BitMine Immersion Technologies
BMNR
$11.4B
$7.74K ﹤0.01%
+149
New +$7.55K
AQN icon
964
Algonquin Power & Utilities
AQN
$4.42B
$7.74K ﹤0.01%
+1,355
New +$7.79K
QSR icon
965
Restaurant Brands International
QSR
$25.8B
$7.67K ﹤0.01%
+116
New +$7.63K
WDS icon
966
Woodside Energy
WDS
$42.6B
$7.67K ﹤0.01%
+506
New +$8.34K
SQM icon
967
Sociedad Química y Minera de Chile
SQM
$20.6B
$7.66K ﹤0.01%
+176
New +$7.33K
MLPA icon
968
Global X MLP ETF
MLPA
$2.28B
$7.65K ﹤0.01%
158
– –
NOK icon
969
Nokia
NOK
$52.3B
$7.63K ﹤0.01%
+1,582
New +$7.15K
CAG icon
970
Conagra Brands
CAG
$7.23B
$7.58K ﹤0.01%
393
+126
+47% +$2.42K
MTN icon
971
Vail Resorts
MTN
$5.3B
$7.58K ﹤0.01%
50
– –
ICFI icon
972
ICF International
ICFI
$1.72B
$7.56K ﹤0.01%
80
– –
HSY icon
973
Hershey
HSY
$36.6B
$7.55K ﹤0.01%
40
– –
SFL icon
974
SFL Corp
SFL
$1.61B
$7.45K ﹤0.01%
989
– –
WY icon
975
Weyerhaeuser
WY
$18.4B
$7.44K ﹤0.01%
300
– –
37 38
39
40 41

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.