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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
TSM icon
176
TSMC
TSM
$2.18T
$446K 0.07%
1,552
+667
+75% +$163K
CAT icon
177
Caterpillar
CAT
$387B
$444K 0.07%
926
+144
+18% +$61.5K
IMCG icon
178
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.12B
$434K 0.07%
5,250
– –
ABT icon
179
Abbott
ABT
$187B
$432K 0.07%
3,227
+350
+12% +$45.9K
SPYM
180
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$428K 0.07%
5,464
-25
-0.5% -$1.89K
PFE icon
181
Pfizer
PFE
$153B
$428K 0.07%
16,665
-1,049
-6% -$25.9K
QUAL icon
182
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$414K 0.07%
2,119
– –
SPMD icon
183
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$413K 0.07%
7,195
+6,610
+1,130% +$372K
MCD icon
184
McDonald's
MCD
$195B
$408K 0.07%
1,346
+223
+20% +$67.9K
IGE icon
185
iShares North American Natural Resources ETF
IGE
$754M
$407K 0.07%
8,295
+100
+1% +$4.65K
VO icon
186
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$401K 0.06%
5,464
– –
CRSP icon
187
CRISPR Therapeutics
CRSP
$5.17B
$393K 0.06%
6,040
-950
-14% -$54.5K
XLI icon
188
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$377K 0.06%
2,446
+32
+1% +$4.85K
BDX icon
189
Becton Dickinson
BDX
$48.2B
$373K 0.06%
1,994
+1,827
+1,094% +$339K
EVLV icon
190
Evolv Technologies
EVLV
$1.1B
$371K 0.06%
49,100
– –
JEPI icon
191
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$368K 0.06%
6,470
– –
PEP icon
192
PepsiCo
PEP
$190B
$366K 0.06%
2,602
+70
+3% +$10K
MUST icon
193
Columbia Multi-Sector Municipal Income ETF
MUST
$597M
$365K 0.06%
17,800
– –
BIIB icon
194
Biogen
BIIB
$30.7B
$359K 0.06%
2,480
-100
-4% -$13.5K
EQIN
195
Columbia U.S. Equity Income ETF
EQIN
$312M
$358K 0.06%
7,660
– –
NKE icon
196
Nike
NKE
$61.9B
$353K 0.06%
4,900
+281
+6% +$20.9K
PRU icon
197
Prudential Financial
PRU
$41.8B
$353K 0.06%
3,400
-300
-8% -$31.6K
IGM icon
198
iShares Expanded Tech Sector ETF
IGM
$10.8B
$340K 0.05%
2,700
– –
JGRO icon
199
JPMorgan Active Growth ETF
JGRO
$10B
$330K 0.05%
3,517
-110
-3% -$9.82K
IBM icon
200
IBM
IBM
$224B
$324K 0.05%
1,143
+62
+6% +$16.2K
6 7
8
9 10

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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.