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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
KHC icon
801
Kraft Heinz
KHC
$28.8B
$18.2K ﹤0.01%
772
– –
XYL icon
802
Xylem
XYL
$25.1B
$18.2K ﹤0.01%
154
– –
MCO icon
803
Moody's
MCO
$82.3B
$18.1K ﹤0.01%
40
– –
EC icon
804
Ecopetrol
EC
$36.5B
$18.1K ﹤0.01%
1,272
– –
DECK icon
805
Deckers Outdoor
DECK
$11B
$17.9K ﹤0.01%
180
– –
TEL icon
806
TE Connectivity
TEL
$61.4B
$17.7K ﹤0.01%
88
– –
SBSW icon
807
Sibanye-Stillwater
SBSW
$8.43B
$17.7K ﹤0.01%
2,080
– –
WTRG icon
808
Essential Utilities
WTRG
$11.7B
$17.4K ﹤0.01%
454
– –
IMCB icon
809
iShares Morningstar Mid-Cap ETF
IMCB
$1.69B
$17.4K ﹤0.01%
179
– –
NU icon
810
Nu Holdings
NU
$69.6B
$17.4K ﹤0.01%
1,300
– –
STN icon
811
Stantec
STN
$7.92B
$17.4K ﹤0.01%
252
– –
RDDT icon
812
Reddit
RDDT
$31.2B
$17.4K ﹤0.01%
100
– –
ROP icon
813
Roper Technologies
ROP
$39B
$17.3K ﹤0.01%
51
-51
-50% -$17.4K
USO icon
814
United States Oil Fund
USO
$2.28B
$17.2K ﹤0.01%
162
– –
VRSK icon
815
Verisk Analytics
VRSK
$22.9B
$17.2K ﹤0.01%
96
– –
LULU icon
816
lululemon athletica
LULU
$11.1B
$17.1K ﹤0.01%
150
– –
LNC icon
817
Lincoln National
LNC
$8.39B
$17.1K ﹤0.01%
484
– –
FRME icon
818
First Merchants
FRME
$2.58B
$17K ﹤0.01%
390
– –
VMBS icon
819
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$17K ﹤0.01%
363
– –
MT icon
820
ArcelorMittal
MT
$54.8B
$17K ﹤0.01%
282
– –
LNT icon
821
Alliant Energy
LNT
$17.4B
$16.9K ﹤0.01%
222
– –
SHAK icon
822
Shake Shack
SHAK
$2.57B
$16.8K ﹤0.01%
300
– –
EEM icon
823
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$16.8K ﹤0.01%
245
– –
EPR icon
824
EPR Properties
EPR
$4.53B
$16.6K ﹤0.01%
286
– –
DFAS icon
825
Dimensional US Small Cap ETF
DFAS
$15.3B
$16.5K ﹤0.01%
200
– –
31 32
33
34 35

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SCM
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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.