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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 $784,918,960
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 91,637 $30,549,023 3.89%
2.
Vanguard Whitehall Funds
 VYM 151,102 $23,451,040 2.99%
3.
Vanguard Morningstar - ETF
 59,961 $22,440,001 2.86%
4.
Invesco Qqq - ETF
 29,980 $22,178,515 2.83%
5.
Eton Pharmaceuticals Inc.
 ETON 401,385 $20,669,280 2.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.