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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
LW icon
1176
Lamb Weston
LW
$7.19B
– –
-150
Closed -$7.86K
MOH icon
1177
Molina Healthcare
MOH
$10.3B
– –
-21
Closed -$6.43K
MRNA icon
1178
Moderna
MRNA
$23.6B
– –
-554
Closed -$15.9K
NOV icon
1179
NOV
NOV
$7B
– –
-1,000
Closed -$12.4K
OPEN icon
1180
Opendoor
OPEN
$3.38B
– –
-1,033
Closed -$533
PARA
1181
DELISTED
Paramount Global Class B
PARA
– –
-905
Closed -$11.7K
PATH icon
1182
UiPath
PATH
$7.8B
– –
-100
Closed -$1.28K
PRCT icon
1183
Procept Biorobotics
PRCT
$1.17B
– –
-50
Closed -$2.88K
RDFN
1184
DELISTED
Redfin
RDFN
– –
-350
Closed -$3.92K
RSPT icon
1185
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
– –
-180
Closed -$7.34K
SBAC icon
1186
SBA Communications
SBAC
$19.5B
– –
-30
Closed -$7.16K
SDVY icon
1187
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
-100
Closed -$3.6K
SFM icon
1188
Sprouts Farmers Market
SFM
$8.01B
– –
-33
Closed -$5.43K
SOUN icon
1189
SoundHound AI
SOUN
$3.49B
– –
-50
Closed -$537
SURE icon
1190
AdvisorShares Insider Advantage ETF
SURE
$57.6M
– –
-267
Closed -$31.4K
TFX icon
1191
Teleflex
TFX
$5.98B
– –
-51
Closed -$6.21K
UNIT
1192
Uniti Group
UNIT
$2.32B
– –
-1,697
Closed -$7.47K
VNM icon
1193
VanEck Vietnam ETF
VNM
$504M
– –
-2,500
Closed -$34.4K
VSAT icon
1194
Viasat
VSAT
$11.1B
– –
-36
Closed -$526
WBA
1195
DELISTED
Walgreens Boots Alliance
WBA
– –
-1,360
Closed -$15.6K
ZM icon
1196
Zoom
ZM
$30.6B
– –
-85
Closed -$6.63K
PDLI
1197
DELISTED
PDL BioPharma, Inc.
PDLI
$0 ﹤0.01%
500
– –
RAL
1198
Ralliant Corp
RAL
$7.46B
– –
-23
Closed -$1.09K
44 45 46 47
48

Similar funds

BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
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.