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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
AUUD
1151
Auddia
AUUD
$5.8M
$1.35K ﹤0.01%
+1,000
New +$2.24K
CBRE icon
1152
CBRE Group
CBRE
$40.6B
$1.35K ﹤0.01%
10
– –
DHR icon
1153
Danaher
DHR
$147B
$1.33K ﹤0.01%
7
-116
-94% -$21.1K
ELPC icon
1154
Copel
ELPC
$9.18B
$1.33K ﹤0.01%
114
– –
DJT icon
1155
Trump Media & Technology Group
DJT
$2.38B
$1.28K ﹤0.01%
165
– –
CWT icon
1156
California Water Service
CWT
$2.96B
$1.26K ﹤0.01%
26
– –
LAZ icon
1157
Lazard
LAZ
$3.76B
$1.26K ﹤0.01%
30
– –
LEVI icon
1158
Levi Strauss
LEVI
$7.63B
$1.24K ﹤0.01%
50
– –
CSX icon
1159
CSX Corp
CSX
$90.1B
$1.24K ﹤0.01%
26
– –
BTBT icon
1160
Bit Digital
BTBT
$527M
$1.22K ﹤0.01%
675
– –
ACGL icon
1161
Arch Capital
ACGL
$33.1B
$1.17K ﹤0.01%
12
– –
POR icon
1162
Portland General Electric
POR
$5.58B
$1.14K ﹤0.01%
22
– –
BHM icon
1163
Bluerock Homes Trust
BHM
$34.8M
$1.13K ﹤0.01%
125
– –
AES icon
1164
AES
AES
$10.6B
$1.1K ﹤0.01%
75
– –
TTC icon
1165
Toro Company
TTC
$8.81B
$1.07K ﹤0.01%
11
– –
PJT icon
1166
PJT Partners
PJT
$3.97B
$1.06K ﹤0.01%
+7
New +$1.08K
MAC icon
1167
Macerich
MAC
$6.35B
$1.03K ﹤0.01%
41
– –
MMYT icon
1168
MakeMyTrip
MMYT
$4.51B
$1.01K ﹤0.01%
19
– –
VRSN icon
1169
VeriSign
VRSN
$26.9B
$1.01K ﹤0.01%
4
– –
CPAY icon
1170
Corpay
CPAY
$26.8B
$1K ﹤0.01%
3
– –
LMND icon
1171
Lemonade
LMND
$3.85B
$976 ﹤0.01%
15
– –
BR icon
1172
Broadridge
BR
$19.4B
$959 ﹤0.01%
7
– –
EFX icon
1173
Equifax
EFX
$19.6B
$952 ﹤0.01%
6
-28
-82% -$4.77K
MP icon
1174
MP Materials
MP
$8.76B
$952 ﹤0.01%
17
– –
BITW
1175
Bitwise 10 Crypto Index ETF
BITW
$741M
$940 ﹤0.01%
25
– –
45 46
47
48 49

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KAM
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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.