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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
+22.59%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$761M
AUM Growth
+$109M
Cap. Flow
+$9.37M
Cap. Flow %
1.23%
Top 10 Hldgs %
24.09%
Holding
1,534
New
58
Increased
217
Reduced
201
Closed
88

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$1.75M
2
TRMB icon
Trimble
TRMB
+$1.42M
3
HROW icon
Harrow
HROW
+$1.42M
4
ADBE icon
Adobe
ADBE
+$955K
5
TMB
Thornburg Multi Sector Bond ETF
TMB
+$823K

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$2.19M
2
TPC
Tutor Perini Cor
TPC
+$1.61M
3
ETON icon
Eton Pharmaceutcials
ETON
+$1.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.02M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$946K

Sector Composition

Rank Sector Weight
1 Miscellaneous 51.29%
2 Technology 21.02%
3 Healthcare 7.65%
4 Industrials 7.19%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO
301
Novo Nordisk
NVO
$188B
$157K 0.02%
3,284
-1,146
-26% -$49.2K
SPDW icon
302
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$153K 0.02%
3,045
– –
PHO icon
303
Invesco Water Resources ETF
PHO
$1.93B
$153K 0.02%
2,218
+1
+0% +$68
VTES icon
304
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.39B
$152K 0.02%
1,500
+500
+50% +$50.6K
CFA icon
305
VictoryShares US 500 Volatility Wtd ETF
CFA
$520M
$148K 0.02%
1,500
– –
WFC icon
306
Wells Fargo
WFC
$271B
$148K 0.02%
1,793
– –
AZN icon
307
AstraZeneca
AZN
$251B
$148K 0.02%
779
– –
SIMO icon
308
Silicon Motion
SIMO
$8.11B
$145K 0.02%
435
+40
+10% +$9.27K
F icon
309
Ford
F
$53.8B
$145K 0.02%
10,398
-4,391
-30% -$59.2K
UNP icon
310
Union Pacific
UNP
$169B
$142K 0.02%
523
– –
ARKW icon
311
ARK Next Generation Technology ETF
ARKW
$1.81B
$141K 0.02%
975
– –
FLOT icon
312
iShares Floating Rate Bond ETF
FLOT
$10.8B
$141K 0.02%
2,764
+411
+17% +$20.9K
HOOD icon
313
Robinhood
HOOD
$99.3B
$141K 0.02%
1,405
+250
+22% +$20.9K
DUK icon
314
Duke Energy
DUK
$91.8B
$139K 0.02%
1,099
-17
-2% -$2.14K
IMOS
315
ChipMOS TECHNOLOGIES
IMOS
$1.84B
$139K 0.02%
2,163
– –
JBL icon
316
Jabil
JBL
$31B
$135K 0.02%
351
+12
+4% +$4.14K
HE icon
317
Hawaiian Electric Industries
HE
$1.76B
$135K 0.02%
9,973
+9,558
+2,303% +$136K
SPYV icon
318
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$135K 0.02%
2,214
+1,054
+91% +$63.1K
SHG icon
319
Shinhan Financial Group
SHG
$38.8B
$134K 0.02%
2,125
– –
OGE icon
320
OGE Energy
OGE
$9.44B
$134K 0.02%
2,760
– –
RISN icon
321
Inspire Capital Appreciation ETF
RISN
$69M
$133K 0.02%
4,340
– –
EWZ icon
322
iShares MSCI Brazil ETF
EWZ
$8.6B
$133K 0.02%
3,850
– –
CIEN icon
323
Ciena
CIEN
$47.4B
$132K 0.02%
270
+210
+350% +$107K
NKE icon
324
Nike
NKE
$53.7B
$132K 0.02%
3,214
-2,714
-46% -$119K
EMB icon
325
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$132K 0.02%
1,365
+400
+41% +$38.3K
11 12
13
14 15

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HGWM
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ANRF
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Westside Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Westside Investment Management held 1,534 positions worth $761M, up 17% from $653M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Westside Investment Management's Q2 2026 filing shows 58 new, 217 increased, 201 reduced and 88 closed positions. Its largest new stake was FedEx Freight: 2,563 shares worth $387K. The largest sale was Micron Technology, an estimated $2.19M.

By sector, the portfolio is most concentrated in Miscellaneous at 51% of assets, down from 54% a quarter earlier, followed by Technology and Healthcare.

  • Westside Investment Management's largest Q2 2026 buy was FedEx Freight: 2,563 shares worth $387K.
  • Westside Investment Management added most to Intuit in Q2 2026, an estimated $1.75M increase.
  • Westside Investment Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $2.19M.
  • Westside Investment Management fully exited Wipro in Q2 2026, selling an estimated $39.8K.
  • Westside Investment Management's ten largest holdings make up 24% of its $761M portfolio in Q2 2026.
  • Westside Investment Management opened 58 new positions and closed 88 in Q2 2026.
  • Westside Investment Management's portfolio value rose 17% quarter-over-quarter to $761M.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.