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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
BOTZ icon
976
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.47B
$7.59K ﹤0.01%
200
– –
EXC icon
977
Exelon
EXC
$43.5B
$7.46K ﹤0.01%
160
– –
UHS icon
978
Universal Health Services
UHS
$10.4B
$7.43K ﹤0.01%
50
– –
OCFC icon
979
OceanFirst Financial
OCFC
$1.8B
$7.42K ﹤0.01%
+380
New +$7.08K
FNDX icon
980
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
$7.4K ﹤0.01%
238
– –
CMCO icon
981
Columbus McKinnon
CMCO
$469M
$7.4K ﹤0.01%
489
– –
EQT icon
982
EQT Corp
EQT
$33.2B
$7.34K ﹤0.01%
138
– –
UHT
983
Universal Health Realty Income Trust
UHT
$566M
$7.32K ﹤0.01%
167
– –
CRON
984
Cronos Group
CRON
$1.18B
$7.23K ﹤0.01%
2,600
– –
GNL icon
985
Global Net Lease
GNL
$2.08B
$7.19K ﹤0.01%
804
– –
TKC icon
986
Turkcell
TKC
$4.52B
$7.14K ﹤0.01%
1,214
– –
SNPS icon
987
Synopsys
SNPS
$70.5B
$7.14K ﹤0.01%
16
– –
ARKF icon
988
ARK Blockchain & Fintech Innovation ETF
ARKF
$794M
$7.1K ﹤0.01%
180
– –
HSY icon
989
Hershey
HSY
$34.2B
$7.02K ﹤0.01%
40
– –
WIX icon
990
WIX.com
WIX
$3.46B
$6.99K ﹤0.01%
154
– –
HACK icon
991
Amplify Cybersecurity ETF
HACK
$3.11B
$6.92K ﹤0.01%
66
– –
TTEK icon
992
Tetra Tech
TTEK
$9.4B
$6.9K ﹤0.01%
239
– –
EXR icon
993
Extra Space Storage
EXR
$29B
$6.83K ﹤0.01%
47
– –
PLUG icon
994
Plug Power
PLUG
$2.86B
$6.78K ﹤0.01%
2,500
-1,500
-38% -$4.71K
PRCT icon
995
Procept Biorobotics
PRCT
$1.11B
$6.77K ﹤0.01%
300
-50
-14% -$1.25K
DOC icon
996
Healthpeak Properties
DOC
$13.9B
$6.76K ﹤0.01%
316
– –
AIZ icon
997
Assurant
AIZ
$14.1B
$6.71K ﹤0.01%
25
– –
LYB icon
998
LyondellBasell Industries
LYB
$21.1B
$6.58K ﹤0.01%
125
– –
GLPI icon
999
Gaming and Leisure Properties
GLPI
$11.8B
$6.5K ﹤0.01%
146
– –
ISPY icon
1000
ProShares S&P 500 High Income ETF
ISPY
$1.22B
$6.47K ﹤0.01%
134
-427
-76% -$20.1K
38 39
40
41 42

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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.