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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
TEAM icon
1101
Atlassian
TEAM
$37.8B
$1.35K ﹤0.01%
9
– –
MED icon
1102
Medifast
MED
$141M
$1.23K ﹤0.01%
90
– –
STKH
1103
Steakholder Foods
STKH
$1.11M
$1.18K ﹤0.01%
83
+62
+295% +$1.45K
LEVI icon
1104
Levi Strauss
LEVI
$9.39B
$1.17K ﹤0.01%
50
– –
SIRI icon
1105
SiriusXM
SIRI
$10.1B
$1.16K ﹤0.01%
50
– –
VTS icon
1106
Vitesse Energy
VTS
$665M
$1.14K ﹤0.01%
49
– –
HGV icon
1107
Hilton Grand Vacations
HGV
$3.55B
$1.04K ﹤0.01%
25
– –
PHIN icon
1108
Phinia Inc
PHIN
$2.74B
$1.03K ﹤0.01%
18
– –
ONL
1109
Orion Office REIT
ONL
$160M
$891 ﹤0.01%
330
– –
CHPT icon
1110
ChargePoint
CHPT
$161M
$852 ﹤0.01%
78
-11
-12% -$126
YUMC icon
1111
Yum China
YUMC
$16.3B
$815 ﹤0.01%
19
– –
VIAV icon
1112
Viavi Solutions
VIAV
$9.66B
$787 ﹤0.01%
62
– –
JBLU icon
1113
JetBlue
JBLU
$2.29B
$738 ﹤0.01%
150
– –
EDIT icon
1114
Editas Medicine
EDIT
$442M
$695 ﹤0.01%
200
– –
LODE icon
1115
Comstock
LODE
$245M
$684 ﹤0.01%
200
– –
RGR icon
1116
Sturm, Ruger & Co
RGR
$593M
$652 ﹤0.01%
15
– –
PK icon
1117
Park Hotels & Resorts
PK
$2.97B
$609 ﹤0.01%
55
– –
ULY
1118
DELISTED
Urgent.ly
ULY
$536 ﹤0.01%
166
– –
SPB icon
1119
Spectrum Brands
SPB
$2.07B
$526 ﹤0.01%
10
– –
SOLV icon
1120
Solventum
SOLV
$14.1B
$511 ﹤0.01%
7
– –
ZIMV
1121
DELISTED
ZimVie
ZIMV
$474 ﹤0.01%
25
– –
DXC icon
1122
DXC Technology
DXC
$1.73B
$463 ﹤0.01%
34
– –
SNAP icon
1123
Snap
SNAP
$9.01B
$386 ﹤0.01%
50
– –
SWBI icon
1124
Smith & Wesson
SWBI
$637M
$344 ﹤0.01%
35
– –
RWX icon
1125
State Street SPDR Dow Jones International Real Estate ETF
RWX
$270M
$334 ﹤0.01%
12
– –
43 44
45
46 47

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BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
GWM
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TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

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.