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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
MSCI icon
526
MSCI
MSCI
$39.6B
$44.8K 0.01%
80
– –
VYMI icon
527
Vanguard International High Dividend Yield ETF
VYMI
$21.8B
$44.8K 0.01%
456
+115
+34% +$11.4K
CRK icon
528
Comstock Resources
CRK
$4.21B
$44.8K 0.01%
3,000
– –
SI
529
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$44.7K 0.01%
278
– –
NTES icon
530
NetEase
NTES
$76.5B
$44.5K 0.01%
347
– –
CME icon
531
CME Group
CME
$98.9B
$44.4K 0.01%
201
– –
HCI icon
532
HCI Group
HCI
$2.32B
$44.2K 0.01%
252
– –
SSRM icon
533
SSR Mining
SSRM
$7.19B
$44.1K 0.01%
1,558
– –
USB icon
534
US Bancorp
USB
$96.9B
$43.7K 0.01%
724
– –
CP icon
535
Canadian Pacific Kansas City
CP
$78.3B
$43.7K 0.01%
504
– –
CEG icon
536
Constellation Energy
CEG
$92.1B
$43.7K 0.01%
176
– –
MTB icon
537
M&T Bank
MTB
$34B
$43.6K 0.01%
183
-16
-8% -$3.5K
SPOT icon
538
Spotify
SPOT
$115B
$43.6K 0.01%
95
-109
-53% -$52K
BMRN icon
539
BioMarin Pharmaceuticals
BMRN
$12.5B
$43.5K 0.01%
760
– –
WYNN icon
540
Wynn Resorts
WYNN
$8.93B
$43.4K 0.01%
447
– –
UMC icon
541
United Microelectronic
UMC
$54.2B
$43.3K 0.01%
1,592
– –
CCD
542
Calamos Dynamic Convertible & Income Fund
CCD
$657M
$43K 0.01%
1,667
– –
XPO icon
543
XPO
XPO
$20.9B
$42.7K 0.01%
208
– –
ODFL icon
544
Old Dominion Freight Line
ODFL
$37.5B
$42.5K 0.01%
196
– –
NCLH icon
545
Norwegian Cruise Line
NCLH
$6.56B
$42.3K 0.01%
2,004
– –
CF icon
546
CF Industries
CF
$20.5B
$42.1K 0.01%
389
– –
L icon
547
Loews
L
$22.3B
$41.9K 0.01%
370
– –
BTT icon
548
BlackRock Municipal 2030 Target Term Trust
BTT
$1.4B
$41.7K 0.01%
1,834
– –
SYFI
549
AB Short Duration High Yield ETF
SYFI
$956M
$41.6K 0.01%
1,164
– –
CRUS icon
550
Cirrus Logic
CRUS
$6.13B
$41.4K 0.01%
279
– –
20 21
22
23 24

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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.