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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
CNA icon
826
CNA Financial
CNA
$12.9B
$16.4K ﹤0.01%
338
– –
BHP icon
827
BHP
BHP
$215B
$16.4K ﹤0.01%
197
– –
PSTL
828
Postal Realty Trust
PSTL
$713M
$16.4K ﹤0.01%
665
– –
PPL
829
PPL Corp
PPL
$25.6B
$16.4K ﹤0.01%
450
– –
NVNO
830
enVVeno Medical
NVNO
$7.29M
$16.3K ﹤0.01%
1,525
-64
-4% -$690
CRL icon
831
Charles River Laboratories
CRL
$13.3B
$16.3K ﹤0.01%
72
– –
PAYX icon
832
Paychex
PAYX
$42.2B
$16.2K ﹤0.01%
165
-57
-26% -$5.39K
RIVN icon
833
Rivian
RIVN
$23B
$16.2K ﹤0.01%
935
– –
MSA icon
834
Mine Safety
MSA
$7.03B
$16.1K ﹤0.01%
92
– –
WPC icon
835
W.P. Carey
WPC
$15.7B
$16K ﹤0.01%
224
– –
HR icon
836
Healthcare Realty
HR
$6.48B
$16K ﹤0.01%
792
– –
SWX icon
837
Southwest Gas
SWX
$6.24B
$16K ﹤0.01%
180
– –
XEL icon
838
Xcel Energy
XEL
$47.2B
$15.8K ﹤0.01%
197
– –
FXI icon
839
iShares China Large-Cap ETF
FXI
$4.15B
$15.8K ﹤0.01%
500
– –
KARS icon
840
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$75.6M
$15.8K ﹤0.01%
500
– –
TSN icon
841
Tyson Foods
TSN
$18.6B
$15.7K ﹤0.01%
274
– –
TRNO icon
842
Terreno Realty
TRNO
$7.11B
$15.7K ﹤0.01%
242
– –
NAT icon
843
Nordic American Tanker
NAT
$1.62B
$15.6K ﹤0.01%
2,822
– –
BMNR
844
BitMine Immersion Technologies
BMNR
$15.5B
$15.6K ﹤0.01%
1,174
– –
FXO icon
845
First Trust Financials AlphaDEX Fund
FXO
$1.11B
$15.6K ﹤0.01%
250
-50
-17% -$2.98K
ILCB icon
846
iShares Morningstar US Equity ETF
ILCB
$1.29B
$15.6K ﹤0.01%
150
-78
-34% -$7.83K
CX icon
847
Cemex
CX
$15.4B
$15.6K ﹤0.01%
1,298
– –
HLI icon
848
Houlihan Lokey
HLI
$9.63B
$15.6K ﹤0.01%
116
– –
ILMN icon
849
Illumina
ILMN
$31.4B
$15.5K ﹤0.01%
88
– –
BSCR icon
850
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$15.4K ﹤0.01%
787
– –
32 33
34
35 36

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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.