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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
HD icon
176
Home Depot
HD
$306B
$560K 0.07%
1,587
-30
-2% -$9.76K
GE icon
177
GE Aerospace
GE
$325B
$560K 0.07%
1,497
-30
-2% -$9.39K
VTEB icon
178
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$558K 0.07%
11,037
– –
CGIC
179
Capital Group International Core Equity ETF
CGIC
$2.5B
$549K 0.07%
15,085
+7,425
+97% +$265K
TBIL
180
F/m US Treasury 3 Month Bill Fund
TBIL
$7.26B
$538K 0.07%
10,800
+1,000
+10% +$49.9K
CVX icon
181
Chevron
CVX
$422B
$537K 0.07%
3,241
+100
+3% +$18.6K
XCEM icon
182
Columbia EM Core ex-China ETF
XCEM
$2.05B
$523K 0.07%
9,883
+100
+1% +$4.89K
AIQ icon
183
Global X Artificial Intelligence & Technology ETF
AIQ
$10B
$517K 0.07%
7,879
-10,055
-56% -$600K
MDT icon
184
Medtronic
MDT
$119B
$516K 0.07%
6,599
-8,683
-57% -$700K
VO icon
185
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$514K 0.07%
6,374
+390
+7% +$30.2K
GRMN
186
Garmin
GRMN
$53.9B
$511K 0.07%
2,150
– –
DIS icon
187
Walt Disney
DIS
$185B
$505K 0.07%
5,250
– –
V icon
188
Visa
V
$699B
$503K 0.07%
1,467
+41
+3% +$13.2K
IMCG icon
189
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.97B
$501K 0.07%
5,100
– –
PYPL icon
190
PayPal
PYPL
$46.2B
$500K 0.07%
11,579
-186
-2% -$8.46K
SPYM
191
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$500K 0.07%
5,685
+227
+4% +$19.4K
XLI icon
192
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$484K 0.06%
2,614
– –
APP icon
193
Applovin
APP
$111B
$441K 0.06%
855
+80
+10% +$38.6K
GTOQ
194
Invesco High Yield Systematic Bond ETF
GTOQ
$180M
$440K 0.06%
19,700
– –
AVEM icon
195
Avantis Emerging Markets Equity ETF
AVEM
$28B
$423K 0.06%
4,389
+347
+9% +$32K
FTCA
196
Franklin California Municipal Income ETF
FTCA
$546M
$414K 0.05%
55,743
– –
EVLV icon
197
Evolv Technologies
EVLV
$933M
$406K 0.05%
70,000
+14,650
+26% +$91.8K
CRWV
198
CoreWeave
CRWV
$46B
$397K 0.05%
3,990
+700
+21% +$75.6K
BMY icon
199
Bristol-Myers Squibb
BMY
$129B
$397K 0.05%
6,884
+411
+6% +$23.6K
PFE icon
200
Pfizer
PFE
$156B
$393K 0.05%
16,318
+155
+1% +$4.05K
6 7
8
9 10

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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.