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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
ITOT icon
76
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.89M 0.3%
13,003
-34
-0.3% -$4.77K
BND icon
77
Vanguard Total Bond Market
BND
$161B
$1.82M 0.29%
24,451
+150
+0.6% +$11K
MUNI icon
78
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$1.8M 0.29%
34,392
-100
-0.3% -$5.15K
LLY icon
79
Eli Lilly
LLY
$1.06T
$1.79M 0.29%
2,318
+198
+9% +$147K
INEQ
80
Columbia International Equity Income ETF
INEQ
$105M
$1.78M 0.28%
47,640
-450
-0.9% -$16.5K
MDT icon
81
Medtronic
MDT
$112B
$1.75M 0.28%
18,387
+269
+1% +$24.7K
DKNG icon
82
DraftKings
DKNG
$11.9B
$1.75M 0.28%
46,683
-195
-0.4% -$8.65K
HPE icon
83
Hewlett Packard
HPE
$70.5B
$1.73M 0.28%
70,632
+361
+0.5% +$7.98K
GBIL icon
84
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$1.73M 0.28%
17,272
-131
-0.8% -$13.1K
UNH icon
85
UnitedHealth
UNH
$370B
$1.66M 0.27%
4,808
+792
+20% +$240K
TSLA icon
86
Tesla
TSLA
$1.3T
$1.58M 0.25%
3,495
+311
+10% +$108K
BNDX icon
87
Vanguard Total International Bond ETF
BNDX
$83.1B
$1.56M 0.25%
31,575
-288
-0.9% -$14.2K
AMLP icon
88
Alerian MLP ETF
AMLP
$13.1B
$1.55M 0.25%
33,009
+396
+1% +$19.1K
FDVV icon
89
Fidelity High Dividend ETF
FDVV
$10.5B
$1.54M 0.25%
27,648
+1,674
+6% +$91K
CI icon
90
Cigna
CI
$74.6B
$1.54M 0.25%
5,325
+93
+2% +$27.5K
SHM icon
91
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$1.51M 0.24%
31,382
+1,121
+4% +$53.9K
SPLB icon
92
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$1.5M 0.24%
64,763
+16,164
+33% +$366K
IAU icon
93
iShares Gold Trust
IAU
$64.4B
$1.5M 0.24%
20,568
– –
HYD icon
94
VanEck High Yield Muni ETF
HYD
$4.4B
$1.5M 0.24%
29,380
+1,597
+6% +$79.5K
AMAT icon
95
Applied Materials
AMAT
$428B
$1.47M 0.23%
7,126
+156
+2% +$28.3K
MSI icon
96
Motorola Solutions
MSI
$77.4B
$1.4M 0.22%
3,060
+51
+2% +$23K
RVTY icon
97
Revvity
RVTY
$12.8B
$1.37M 0.22%
15,595
-25
-0.2% -$2.27K
BABA icon
98
Alibaba
BABA
$308B
$1.36M 0.22%
7,578
-539
-7% -$70.6K
SBUX icon
99
Starbucks
SBUX
$120B
$1.35M 0.22%
16,009
+73
+0.5% +$6.53K
IYW icon
100
iShares US Technology ETF
IYW
$25.5B
$1.34M 0.21%
6,852
+16
+0.2% +$2.93K
2 3
4
5 6

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GWM
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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.