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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 $469,437,152
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 148,679 $19,172,006 4.08%
2.
Apple Inc.
 AAPL 81,482 $18,136,179 3.86%
3.
Vanguard Total - ETF
 57,937 $15,923,934 3.39%
4.
Invesco Qqq - ETF
 32,656 $15,317,876 3.26%
5.
Amazon Com Inc
 AMZN 53,365 $10,181,522 2.17%
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)