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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
TKC icon
976
Turkcell
TKC
$4.79B
$7.43K ﹤0.01%
+1,214
New +$7.09K
HLN icon
977
Haleon
HLN
$44.2B
$7.37K ﹤0.01%
+818
New +$7.88K
SCHO icon
978
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$7.37K ﹤0.01%
302
– –
CEF icon
979
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$7.34K ﹤0.01%
200
– –
FND icon
980
Floor & Decor
FND
$6.68B
$7.33K ﹤0.01%
+100
New +$8.2K
MTH icon
981
Meritage Homes
MTH
$4.86B
$7.28K ﹤0.01%
99
– –
CMCO icon
982
Columbus McKinnon
CMCO
$584M
$7.24K ﹤0.01%
489
– –
EXC icon
983
Exelon
EXC
$47B
$7.21K ﹤0.01%
+160
New +$7.03K
SMR icon
984
NuScale Power
SMR
$4.03B
$7.2K ﹤0.01%
200
– –
POOL icon
985
Pool Corp
POOL
$7.5B
$7.11K ﹤0.01%
23
– –
DGX icon
986
Quest Diagnostics
DGX
$26.3B
$7.1K ﹤0.01%
39
– –
BOTZ icon
987
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.57B
$7.09K ﹤0.01%
200
– –
DG icon
988
Dollar General
DG
$27.9B
$7.08K ﹤0.01%
71
– –
NOG icon
989
Northern Oil and Gas
NOG
$2.35B
$7.08K ﹤0.01%
287
– –
FOXA icon
990
Fox Class A
FOXA
$26.9B
$7K ﹤0.01%
111
– –
REYN icon
991
Reynolds Consumer Products
REYN
$5.59B
$7K ﹤0.01%
285
– –
CRON
992
Cronos Group
CRON
$1.14B
$6.99K ﹤0.01%
2,600
-1,000
-28% -$2.35K
BCE icon
993
BCE
BCE
$21.2B
$6.97K ﹤0.01%
+297
New +$7.15K
TAP icon
994
Molson Coors Class B
TAP
$8.09B
$6.96K ﹤0.01%
153
-95
-38% -$4.69K
JHMM icon
995
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$6.92K ﹤0.01%
107
– –
GLPI icon
996
Gaming and Leisure Properties
GLPI
$12.8B
$6.88K ﹤0.01%
146
– –
BAH icon
997
Booz Allen Hamilton
BAH
$9.15B
$6.87K ﹤0.01%
+67
New +$7.16K
CDW icon
998
CDW
CDW
$17B
$6.84K ﹤0.01%
+43
New +$7.31K
SYNA icon
999
Synaptics
SYNA
$4.15B
$6.77K ﹤0.01%
99
– –
WD icon
1000
Walker & Dunlop
WD
$1.53B
$6.76K ﹤0.01%
80
– –
38 39
40
41 42

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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.