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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
MJ icon
1126
Amplify Alternative Harvest ETF
MJ
$105M
$299 ﹤0.01%
8
– –
DDD icon
1127
3D Systems Corp
DDD
$613M
$284 ﹤0.01%
98
– –
NWSA icon
1128
News Corp Class A
NWSA
$15.4B
$276 ﹤0.01%
9
– –
OBE
1129
Obsidian Energy
OBE
$662M
$275 ﹤0.01%
42
– –
LUMN icon
1130
Lumen
LUMN
$6.44B
$257 ﹤0.01%
42
– –
LAZR
1131
DELISTED
Luminar Technologies
LAZR
$213 ﹤0.01%
112
+66
+143% +$162
RIV.RT
1132
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
$162 ﹤0.01%
+20,001
New +$298
BHF icon
1133
Brighthouse Financial
BHF
$3.5B
$159 ﹤0.01%
+3
New +$146
HELP
1134
Cybin Inc
HELP
$720M
$153 ﹤0.01%
26
– –
CGC
1135
Canopy Growth
CGC
$410M
$131 ﹤0.01%
90
– –
QNCX icon
1136
Quince Therapeutics
QNCX
$29.5M
– –
0
– –
AOUT icon
1137
American Outdoor Brands
AOUT
$157M
$69 ﹤0.01%
8
– –
WFRD icon
1138
Weatherford International
WFRD
$6.22B
$68 ﹤0.01%
1
– –
SILO icon
1139
Silo Pharma
SILO
$4.67M
$65 ﹤0.01%
6
– –
NBR icon
1140
Nabors Industries
NBR
$1.21B
$41 ﹤0.01%
1
– –
KD icon
1141
Kyndryl
KD
$3.05B
$30 ﹤0.01%
1
– –
UTF.RT
1142
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$18 ﹤0.01%
+225
New +$17
MGLD icon
1143
Marygold Companies
MGLD
$46.1M
$7 ﹤0.01%
7
– –
VAL.WS icon
1144
Valaris Ltd Warrants
VAL.WS
$667M
$6 ﹤0.01%
2
– –
TTNP
1145
DELISTED
Titan Pharmaceuticals
TTNP
$5 ﹤0.01%
1
– –
BNBX
1146
DELISTED
BNB PLUS CORP
BNBX
$4 ﹤0.01%
1
– –
AAL icon
1147
American Airlines Group
AAL
$10.6B
– –
-744
Closed -$8.36K
ACHR icon
1148
Archer Aviation
ACHR
$4.26B
– –
-100
Closed -$988
AGL icon
1149
Agilon Health
AGL
$1.6B
– –
-136
Closed -$8.1K
ALSN icon
1150
Allison Transmission
ALSN
$9.82B
– –
-100
Closed -$9.67K
44 45
46
47 48

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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.