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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
MELI icon
1051
Mercado Libre
MELI
$92.3B
$4.35K ﹤0.01%
2
– –
DJT icon
1052
Trump Media & Technology Group
DJT
$2.83B
$4.35K ﹤0.01%
265
– –
EZBC icon
1053
Franklin Bitcoin ETF
EZBC
$385M
$4.3K ﹤0.01%
65
– –
PCY icon
1054
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$4.27K ﹤0.01%
198
– –
TRLV
1055
Trulieve Cannabis Corp
TRLV
$1.68B
$4.2K ﹤0.01%
500
– –
GNRC icon
1056
Generac Holdings
GNRC
$12.5B
$4.18K ﹤0.01%
25
– –
OTLY
1057
Oatly Group
OTLY
$438M
$4.05K ﹤0.01%
250
– –
JXN icon
1058
Jackson Financial
JXN
$8.8B
$4.05K ﹤0.01%
40
– –
BIDU icon
1059
Baidu
BIDU
$37.2B
$3.95K ﹤0.01%
30
– –
CNI icon
1060
Canadian National Railway
CNI
$76.6B
$3.9K ﹤0.01%
41
– –
JHSC icon
1061
John Hancock Multifactor Small Cap ETF
JHSC
$741M
$3.85K ﹤0.01%
92
– –
IYE icon
1062
iShares US Energy ETF
IYE
$1.7B
$3.8K ﹤0.01%
80
-9
-10% -$419
BCRX icon
1063
BioCryst Pharmaceuticals
BCRX
$2.4B
$3.79K ﹤0.01%
500
– –
JAZZ icon
1064
Jazz Pharmaceuticals
JAZZ
$16.7B
$3.69K ﹤0.01%
28
– –
RIVN icon
1065
Rivian
RIVN
$23.2B
$3.67K ﹤0.01%
250
– –
TOST icon
1066
Toast
TOST
$19.9B
$3.65K ﹤0.01%
100
– –
QCLN icon
1067
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$629M
$3.63K ﹤0.01%
84
– –
AMRN
1068
Amarin Corp
AMRN
$303M
$3.5K ﹤0.01%
214
-205
-49% -$3.19K
BIL icon
1069
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$3.49K ﹤0.01%
38
– –
FINX icon
1070
Global X FinTech ETF
FINX
$166M
$3.45K ﹤0.01%
+103
New +$3.5K
GROW icon
1071
US Global Investors
GROW
$38.5M
$3.3K ﹤0.01%
1,200
– –
MNKD icon
1072
MannKind Corp
MNKD
$1.32B
$3.22K ﹤0.01%
600
– –
DOW icon
1073
Dow Inc
DOW
$21.2B
$3.14K ﹤0.01%
137
-381
-74% -$9.49K
RXO icon
1074
RXO
RXO
$3.58B
$3.08K ﹤0.01%
200
– –
CCL icon
1075
Carnival Corporation Ltd
CCL
$39.7B
$2.89K ﹤0.01%
100
– –
41 42
43
44 45

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TI
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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.