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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
+3.37%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$625M
AUM Growth
-$805K
Cap. Flow
-$12.3M
Cap. Flow %
-1.97%
Top 10 Hldgs %
25.55%
Holding
1,567
New
183
Increased
353
Reduced
190
Closed
73

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$1.15M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$947K
3
MLN icon
VanEck Long Muni ETF
MLN
+$912K
4
FTMS
Franklin Short-Term Municipal Income ETF
FTMS
+$713K
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$468K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.1M
2
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$2.33M
3
IAU icon
iShares Gold Trust
IAU
+$1.59M
4
ADBE icon
Adobe
ADBE
+$978K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$806K

Sector Composition

Rank Sector Weight
1 Technology 18.88%
2 Healthcare 7.77%
3 Industrials 7.22%
4 Communication Services 6.19%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MARA icon
1051
Marathon Digital Holdings
MARA
$3.83B
$3.07K ﹤0.01%
342
– –
MXL icon
1052
MaxLinear
MXL
$6.84B
$3.05K ﹤0.01%
175
– –
CLX icon
1053
Clorox
CLX
$12.6B
$3.02K ﹤0.01%
30
-38
-56% -$4.13K
FHB icon
1054
First Hawaiian
FHB
$3.32B
$3.01K ﹤0.01%
119
+19
+19% +$472
AMRN
1055
Amarin Corp
AMRN
$300M
$2.99K ﹤0.01%
214
– –
DRIV icon
1056
Global X Autonomous & Electric Vehicles ETF
DRIV
$395M
$2.96K ﹤0.01%
100
– –
VNCE icon
1057
Vince Holding Corp
VNCE
$85.9M
$2.86K ﹤0.01%
700
– –
RDN icon
1058
Radian Group
RDN
$4.86B
$2.84K ﹤0.01%
+79
New +$2.76K
SMR icon
1059
NuScale Power
SMR
$4.05B
$2.83K ﹤0.01%
200
– –
IMVP
1060
Invesco India ETF
IMVP
$108M
$2.82K ﹤0.01%
+116
New +$2.99K
FFIV icon
1061
F5
FFIV
$22.8B
$2.81K ﹤0.01%
+11
New +$2.96K
KW
1062
DELISTED
Kennedy-Wilson Holdings
KW
$2.74K ﹤0.01%
283
– –
ECHO
1063
EchoStar
ECHO
$26B
$2.72K ﹤0.01%
+25
New +$2.04K
MTW icon
1064
Manitowoc
MTW
$664M
$2.7K ﹤0.01%
225
– –
PCOR icon
1065
Procore
PCOR
$8.6B
$2.66K ﹤0.01%
38
– –
INSM icon
1066
Insmed
INSM
$28.6B
$2.61K ﹤0.01%
+15
New +$2.74K
SSYS icon
1067
Stratasys
SSYS
$778M
$2.6K ﹤0.01%
+300
New +$2.97K
HNST icon
1068
The Honest Company
HNST
$591M
$2.58K ﹤0.01%
+1,000
New +$3.06K
HUM icon
1069
Humana
HUM
$46.2B
$2.56K ﹤0.01%
+10
New +$2.62K
RXO icon
1070
RXO
RXO
$3.57B
$2.53K ﹤0.01%
200
– –
TER icon
1071
Teradyne
TER
$59.9B
$2.52K ﹤0.01%
+13
New +$2.23K
PRIM icon
1072
Primoris Services
PRIM
$4.49B
$2.48K ﹤0.01%
+20
New +$2.61K
LSTR icon
1073
Landstar System
LSTR
$6.18B
$2.44K ﹤0.01%
+17
New +$2.27K
CPT icon
1074
Camden Property Trust
CPT
$11.2B
$2.42K ﹤0.01%
+22
New +$2.29K
SMIN icon
1075
iShares MSCI India Small-Cap ETF
SMIN
$773M
$2.38K ﹤0.01%
+34
New +$2.45K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Westside Investment Management held 1,567 positions worth $625M, down 0.13% from $626M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Westside Investment Management's Q4 2025 filing shows 183 new, 353 increased, 190 reduced and 73 closed positions. Its largest new stake was Franklin Short-Term Municipal Income ETF: 71,714 shares worth $712K. The largest sale was iShares Core MSCI EAFE ETF, an estimated $10.1M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Healthcare and Industrials.

  • Westside Investment Management's largest Q4 2025 buy was Franklin Short-Term Municipal Income ETF: 71,714 shares worth $712K.
  • Westside Investment Management added most to iShares National Muni Bond ETF in Q4 2025, an estimated $1.15M increase.
  • Westside Investment Management's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $10.1M.
  • Westside Investment Management fully exited VanEck Gold Miners ETF in Q4 2025, selling an estimated $806K.
  • Westside Investment Management's ten largest holdings make up 26% of its $625M portfolio in Q4 2025.
  • Westside Investment Management opened 183 new positions and closed 73 in Q4 2025.
  • Westside Investment Management's portfolio value fell 0.13% quarter-over-quarter to $625M.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.