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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
ROST icon
401
Ross Stores
ROST
$72.3B
$80.7K 0.01%
379
– –
VEU icon
402
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$79.4K 0.01%
948
– –
BE icon
403
Bloom Energy
BE
$76.4B
$79.3K 0.01%
262
+30
+13% +$7.69K
JCI icon
404
Johnson Controls International
JCI
$83.8B
$79.2K 0.01%
542
– –
RWL icon
405
Invesco S&P 500 Revenue ETF
RWL
$9.97B
$78.6K 0.01%
615
+15
+3% +$1.86K
SAP icon
406
SAP
SAP
$249B
$77.4K 0.01%
502
– –
CIBR icon
407
First Trust NASDAQ Cybersecurity ETF
CIBR
$16.4B
$77.1K 0.01%
858
– –
VRT icon
408
Vertiv
VRT
$90.3B
$76.7K 0.01%
229
-50
-18% -$15.9K
NVS icon
409
Novartis
NVS
$263B
$75.9K 0.01%
484
– –
IYF icon
410
iShares US Financials ETF
IYF
$4.35B
$75.2K 0.01%
590
+150
+34% +$18.6K
PFF icon
411
iShares Preferred and Income Securities ETF
PFF
$12.6B
$74.9K 0.01%
2,458
– –
ONTO icon
412
Onto Innovation
ONTO
$12B
$74.9K 0.01%
198
– –
WWJD icon
413
Inspire International ETF
WWJD
$575M
$74.7K 0.01%
1,958
– –
ENB icon
414
Enbridge
ENB
$106B
$74K 0.01%
1,366
– –
DIAL icon
415
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
$72.7K 0.01%
4,000
– –
NEM icon
416
Newmont
NEM
$131B
$72.7K 0.01%
778
-7
-0.9% -$763
SPBO icon
417
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.17B
$72.6K 0.01%
2,500
– –
EIS icon
418
iShares MSCI Israel ETF
EIS
$895M
$72.4K 0.01%
600
– –
EA
419
DELISTED
Electronic Arts
EA
$72.4K 0.01%
353
– –
MTSI icon
420
MACOM Technology Solutions
MTSI
$18.3B
$72.3K 0.01%
190
– –
IDU icon
421
iShares US Utilities ETF
IDU
$1.25B
$72.2K 0.01%
630
+250
+66% +$28.6K
IWF icon
422
iShares Russell 1000 Growth ETF
IWF
$123B
$72K 0.01%
580
– –
HIT
423
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$72K 0.01%
2,604
– –
IBN icon
424
ICICI Bank
IBN
$102B
$70.9K 0.01%
2,442
– –
XLRE icon
425
State Street Real Estate Select Sector SPDR ETF
XLRE
$8B
$70.4K 0.01%
1,600
– –
15 16
17
18 19

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IIC
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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.