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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
JAVA icon
201
JPMorgan Active Value ETF
JAVA
$7.17B
$320K 0.05%
4,631
– –
XLU icon
202
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$320K 0.05%
7,286
– –
SO icon
203
Southern Company
SO
$107B
$311K 0.05%
3,286
+302
+10% +$28.2K
EOG icon
204
EOG Resources
EOG
$70.7B
$305K 0.05%
2,730
+225
+9% +$26.8K
AXP icon
205
American Express
AXP
$230B
$302K 0.05%
912
+100
+12% +$31.8K
VOO icon
206
Vanguard S&P 500 ETF
VOO
$1.03T
$299K 0.05%
489
-30
-6% -$17.7K
IEF icon
207
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$295K 0.05%
3,060
-148
-5% -$14.2K
MPC icon
208
Marathon Petroleum
MPC
$83.7B
$289K 0.05%
1,499
+94
+7% +$16.5K
EBAY icon
209
eBay
EBAY
$49.8B
$287K 0.05%
3,165
+174
+6% +$15.4K
BMY icon
210
Bristol-Myers Squibb
BMY
$132B
$282K 0.05%
6,192
+381
+7% +$17.8K
GS icon
211
Goldman Sachs
GS
$303B
$279K 0.04%
352
+41
+13% +$30.4K
GEV icon
212
GE Vernova
GEV
$264B
$277K 0.04%
452
+36
+9% +$21.8K
WELL icon
213
Welltower
WELL
$171B
$276K 0.04%
1,538
+169
+12% +$27.8K
NOW icon
214
ServiceNow
NOW
$129B
$273K 0.04%
1,495
+285
+24% +$53.2K
DIA icon
215
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$271K 0.04%
585
– –
MDY icon
216
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$269K 0.04%
450
– –
CHD icon
217
Church & Dwight Co
CHD
$24.5B
$263K 0.04%
3,000
– –
DE icon
218
Deere & Co
DE
$168B
$263K 0.04%
575
+54
+10% +$26.6K
MO icon
219
Altria Group
MO
$114B
$262K 0.04%
3,963
+147
+4% +$9.31K
MRK icon
220
Merck
MRK
$318B
$258K 0.04%
3,049
+305
+11% +$25.1K
DGRO icon
221
iShares Core Dividend Growth ETF
DGRO
$43.6B
$255K 0.04%
3,740
+438
+13% +$28.9K
PSX icon
222
Phillips 66
PSX
$81.4B
$250K 0.04%
1,845
+187
+11% +$24K
RDVY icon
223
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$249K 0.04%
3,700
– –
O icon
224
Realty Income
O
$59.1B
$245K 0.04%
4,040
+230
+6% +$13.4K
NOBL icon
225
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$245K 0.04%
4,760
– –
7 8
9
10 11

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.