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Home > Institutional Investor > Westside Investment Management, Inc. > Profile

Instuitional Investor - Westside Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Westside Investment Management, Inc.
Portfolio Value $539,208,655
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 152,456 $20,333,270 3.77%
2.
Vanguard Total - ETF
 57,937 $17,609,346 3.27%
3.
Invesco Qqq - ETF
 31,009 $17,098,022 3.17%
4.
Apple Inc.
 AAPL 82,051 $16,933,181 3.14%
5.
Microsoft Corp
 MSFT 26,312 $13,062,412 2.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)