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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
AWK icon
326
American Water Works
AWK
$27.4B
$132K 0.02%
1,000
– –
SPYG icon
327
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.6B
$130K 0.02%
1,094
-1,125
-51% -$129K
SYK icon
328
Stryker
SYK
$108B
$130K 0.02%
413
– –
PAVE icon
329
Global X US Infrastructure Development ETF
PAVE
$13.4B
$130K 0.02%
2,205
– –
TTWO icon
330
Take-Two Interactive
TTWO
$39.6B
$128K 0.02%
514
-50
-9% -$11K
GD icon
331
General Dynamics
GD
$97B
$128K 0.02%
361
-11
-3% -$3.77K
VDE icon
332
Vanguard Energy ETF
VDE
$11.2B
$126K 0.02%
842
– –
Q
333
Qnity Electronics Inc
Q
$24B
$126K 0.02%
774
-35
-4% -$5.16K
ABB
334
DELISTED
ABB Ltd
ABB
$122K 0.02%
1,124
– –
HLT icon
335
Hilton Worldwide
HLT
$69.3B
$121K 0.02%
366
– –
ANIX icon
336
Anixa Biosciences
ANIX
$93.5M
$120K 0.02%
43,000
-4,000
-9% -$11.1K
IWM icon
337
iShares Russell 2000 ETF
IWM
$76.9B
$120K 0.02%
400
– –
VAW icon
338
Vanguard Materials ETF
VAW
$2.93B
$120K 0.02%
523
+2
+0.4% +$464
EVRG icon
339
Evergy
EVRG
$18.5B
$120K 0.02%
1,384
– –
MTUM icon
340
iShares MSCI USA Momentum Factor ETF
MTUM
$24.1B
$119K 0.02%
346
– –
PTLC icon
341
Pacer Trendpilot US Large Cap ETF
PTLC
$3.3B
$119K 0.02%
2,034
– –
TT icon
342
Trane Technologies
TT
$93B
$118K 0.02%
240
-1
-0.4% -$468
TSEM icon
343
Tower Semiconductor
TSEM
$22.1B
$118K 0.02%
452
– –
BDX icon
344
Becton Dickinson
BDX
$50.6B
$117K 0.02%
772
-135
-15% -$20.2K
IFX
345
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$116K 0.02%
1,234
– –
GM icon
346
General Motors
GM
$74.9B
$116K 0.02%
1,500
– –
BSCT icon
347
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$115K 0.02%
6,208
– –
NULC icon
348
Nuveen ESG Large-Cap ETF
NULC
$70.8M
$114K 0.01%
2,100
– –
HYMB icon
349
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.41B
$113K 0.01%
4,439
– –
REGN icon
350
Regeneron Pharmaceuticals
REGN
$79.7B
$113K 0.01%
181
-1
-0.5% -$681
12 13
14
15 16

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DIA
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IIC
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SPA
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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.