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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
VT icon
376
Vanguard Total World Stock ETF
VT
$80.7B
$94.2K 0.01%
600
– –
ITW icon
377
Illinois Tool Works
ITW
$76.5B
$93K 0.01%
344
– –
MAR icon
378
Marriott International
MAR
$88.2B
$91.9K 0.01%
248
– –
VZ icon
379
Verizon
VZ
$214B
$90.9K 0.01%
2,146
+100
+5% +$4.69K
DELL icon
380
Dell
DELL
$348B
$90.6K 0.01%
210
-100
-32% -$28.9K
AZO icon
381
AutoZone
AZO
$47.1B
$89.5K 0.01%
28
– –
VRTX icon
382
Vertex Pharmaceuticals
VRTX
$130B
$88.9K 0.01%
179
– –
KORP icon
383
American Century Diversified Corporate Bond ETF
KORP
$937M
$88.5K 0.01%
1,890
+150
+9% +$7.01K
PPA icon
384
Invesco Aerospace & Defense ETF
PPA
$7.66B
$88.3K 0.01%
500
– –
XLB icon
385
State Street Materials Select Sector SPDR ETF
XLB
$8.39B
$87.9K 0.01%
1,730
– –
WM icon
386
Waste Management
WM
$87.7B
$87.4K 0.01%
392
+1
+0.3% +$222
JETS icon
387
US Global Jets ETF
JETS
$729M
$87.2K 0.01%
2,625
– –
UPST icon
388
Upstart Holdings
UPST
$2.47B
$86.8K 0.01%
2,450
-50
-2% -$1.54K
IVW icon
389
iShares S&P 500 Growth ETF
IVW
$75.6B
$86.6K 0.01%
630
– –
SCZ icon
390
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.9B
$85.6K 0.01%
1,041
– –
COIN icon
391
Coinbase
COIN
$46.6B
$85.2K 0.01%
583
-1
-0.2% -$181
MOO icon
392
VanEck Agribusiness ETF
MOO
$1.16B
$85K 0.01%
1,072
+250
+30% +$20.3K
IWD icon
393
iShares Russell 1000 Value ETF
IWD
$82.8B
$83.4K 0.01%
344
– –
CMI icon
394
Cummins
CMI
$74B
$82.7K 0.01%
116
– –
TMUS icon
395
T-Mobile US
TMUS
$194B
$82.7K 0.01%
493
-21
-4% -$3.98K
DXYZ
396
Destiny Tech100
DXYZ
$926M
$82.4K 0.01%
+3,200
New +$120K
ATO icon
397
Atmos Energy
ATO
$27.5B
$82.2K 0.01%
477
– –
VEGI icon
398
iShares MSCI Agriculture Producers ETF
VEGI
$174M
$81.1K 0.01%
1,838
– –
JIVE icon
399
JPMorgan International Value ETF
JIVE
$3.98B
$80.9K 0.01%
880
– –
KB icon
400
KB Financial Group
KB
$45.3B
$80.8K 0.01%
770
– –
14 15
16
17 18

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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.