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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
DRIV icon
1076
Global X Autonomous & Electric Vehicles ETF
DRIV
$394M
$2.83K ﹤0.01%
100
-100
-50% -$2.56K
MXL icon
1077
MaxLinear
MXL
$6.8B
$2.81K ﹤0.01%
175
– –
HYDR icon
1078
Global X Hydrogen ETF
HYDR
$99.3M
$2.76K ﹤0.01%
80
– –
PCOR icon
1079
Procore
PCOR
$8.67B
$2.69K ﹤0.01%
38
– –
ASST icon
1080
Strive Inc
ASST
$1.05B
$2.5K ﹤0.01%
+50
New +$4.75K
EEMV icon
1081
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$2.49K ﹤0.01%
39
-5
-11% -$316
FHB icon
1082
First Hawaiian
FHB
$3.35B
$2.48K ﹤0.01%
100
– –
FOXF icon
1083
Fox Factory Holding Corp
FOXF
$886M
$2.43K ﹤0.01%
100
– –
KW
1084
DELISTED
Kennedy-Wilson Holdings
KW
$2.35K ﹤0.01%
283
– –
VNCE icon
1085
Vince Holding Corp
VNCE
$86.8M
$2.34K ﹤0.01%
700
– –
QLTA icon
1086
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$2.33K ﹤0.01%
48
– –
MTW icon
1087
Manitowoc
MTW
$675M
$2.25K ﹤0.01%
225
– –
TTD icon
1088
Trade Desk
TTD
$6.49B
$2.22K ﹤0.01%
45
– –
QTUM icon
1089
Defiance Quantum ETF
QTUM
$5.65B
$2.1K ﹤0.01%
20
– –
MC icon
1090
Moelis & Co
MC
$4.94B
$2.07K ﹤0.01%
29
– –
DBB icon
1091
Invesco DB Base Metals Fund
DBB
$315M
$2.05K ﹤0.01%
100
– –
WW
1092
WW International
WW
$181M
$2.05K ﹤0.01%
+75
New +$2.58K
BTBT icon
1093
Bit Digital
BTBT
$482M
$2.02K ﹤0.01%
675
– –
VOD icon
1094
Vodafone
VOD
$37.4B
$1.96K ﹤0.01%
168
– –
SBET icon
1095
Sharplink Inc
SBET
$1.35B
$1.7K ﹤0.01%
+100
New +$1.96K
RIO icon
1096
Rio Tinto
RIO
$164B
$1.58K ﹤0.01%
24
– –
AMX icon
1097
America Movil
AMX
$71.2B
$1.57K ﹤0.01%
75
– –
NWL icon
1098
Newell Brands
NWL
$2.56B
$1.57K ﹤0.01%
300
– –
BHM icon
1099
Bluerock Homes Trust
BHM
$34.9M
$1.5K ﹤0.01%
125
– –
DCGO icon
1100
DocGo
DCGO
$62.6M
$1.36K ﹤0.01%
1,000
-1,500
-60% -$2.27K
42 43
44
45 46

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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.