Westside Investment Management, Inc.
RIA/Wealth
Westside Investment Management, Inc. is a RIA/Wealth based in Santa Monica, CA led by James Michael Frawley, reporting $774.2M in AUM as of Q3 2025 with 46% ETF concentration.
CCOJames Michael Frawley
- Portfolio Value
- $587.2M
- Positions
- 1,139
- Top Holding
- AAPL at 3.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Westside Investment Management, Inc.'s portfolio (26.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $21.9M | 3.72% | +$528.4K Bought | 0.00% 85.7K shares | |
ETF ETF | $21.7M | 3.70% | -$314.5K Sold | — 154.0K shares | |
ETF ETF | $19.2M | 3.27% | +$176.9K Bought | — 58.5K shares | |
ETF ETF | $18.4M | 3.14% | -$192.8K Sold | — 30.7K shares | |
Engineering & Construction Industrials | $15.1M | 2.57% | -$551.3K Sold | 0.44% 230.2K shares | |
Software - Infrastructure Technology | $14.3M | 2.43% | +$631.9K Bought | 0.00% 27.5K shares | |
Specialty Retail Consumer Cyclical | $12.3M | 2.09% | +$176.2K Bought | 0.00% 55.9K shares | |
Software - Application Technology | $11.8M | 2.00% | -$364.3K Sold | 0.01% 120.3K shares | |
Internet Content & Information Communication Services | $11.6M | 1.98% | +$188.9K Bought | 0.00% 47.7K shares | |
Internet Content & Information Communication Services | $11.1M | 1.89% | +$133.1K Bought | 0.00% 15.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Westside Investment Management, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Westside Investment Management, Inc.
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