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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
BOND icon
101
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.49B
$1.34M 0.21%
14,336
-150
-1% -$13.8K
EFV icon
102
iShares MSCI EAFE Value ETF
EFV
$30.2B
$1.27M 0.2%
18,714
-160
-0.8% -$10.5K
FDX icon
103
FedEx
FDX
$75.4B
$1.25M 0.2%
5,299
+348
+7% +$80.2K
COST icon
104
Costco
COST
$420B
$1.21M 0.19%
1,316
+94
+8% +$90.1K
IDCC icon
105
InterDigital
IDCC
$8.89B
$1.21M 0.19%
3,513
-20
-0.6% -$5.43K
BA icon
106
Boeing
BA
$185B
$1.2M 0.19%
5,571
+120
+2% +$27.1K
CRM icon
107
Salesforce
CRM
$158B
$1.2M 0.19%
5,063
+173
+4% +$43.6K
SMB icon
108
VanEck Short Muni ETF
SMB
$314M
$1.18M 0.19%
67,915
+453
+0.7% +$7.85K
PLSE icon
109
Pulse Biosciences
PLSE
$3.02B
$1.14M 0.18%
64,440
+150
+0.2% +$2.37K
ADBE icon
110
Adobe
ADBE
$105B
$1.11M 0.18%
3,152
+632
+25% +$227K
LRCX icon
111
Lam Research
LRCX
$390B
$1.1M 0.18%
8,210
+270
+3% +$28.6K
CSCO icon
112
Cisco
CSCO
$479B
$1.09M 0.17%
15,973
+329
+2% +$22.4K
ASML icon
113
ASML
ASML
$669B
$1.08M 0.17%
1,107
+180
+19% +$141K
HMOP icon
114
Hartford Municipal Opportunities ETF
HMOP
$796M
$1.07M 0.17%
27,379
-300
-1% -$11.5K
WMT icon
115
Walmart Inc
WMT
$890B
$1.05M 0.17%
10,209
+744
+8% +$74.1K
C icon
116
Citigroup
C
$226B
$1.04M 0.17%
10,253
-319
-3% -$30.3K
CHTR icon
117
Charter Communications
CHTR
$18.2B
$1.03M 0.17%
3,760
– –
VNQ icon
118
Vanguard Real Estate ETF
VNQ
$39.1B
$1.03M 0.16%
11,264
+554
+5% +$50.3K
VGK icon
119
Vanguard FTSE Europe ETF
VGK
$31.1B
$1.02M 0.16%
12,814
+360
+3% +$28.2K
NEAR icon
120
iShares Short Maturity Bond ETF
NEAR
$4.88B
$1.01M 0.16%
19,600
+2,400
+14% +$123K
ICF icon
121
iShares Select U.S. REIT ETF
ICF
$2.11B
$982K 0.16%
15,933
+1,678
+12% +$103K
NFLX icon
122
Netflix
NFLX
$309B
$969K 0.15%
8,190
+1,800
+28% +$220K
PYPL icon
123
PayPal
PYPL
$50.5B
$962K 0.15%
14,355
-1,095
-7% -$77.2K
VFH icon
124
Vanguard Financials ETF
VFH
$13.8B
$955K 0.15%
7,276
-151
-2% -$19.6K
ITM icon
125
VanEck Intermediate Muni ETF
ITM
$2.13B
$950K 0.15%
20,377
+126
+0.6% +$5.77K
3 4
5
6 7

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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.