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DAVID TODD CLARK

@Westside Investment Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$474.504MTotal holdings986
Assets growth rate1.04%Assets growth rate (2-Q avg)4.27%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westside Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 986 positions.

Assets under management

The assets under management (AUM) of Westside Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 474.504M in assets, with a quarterly growth rate of 1.04% and a 2-quarter average growth rate of 4.27%. The portfolio is managed by DAVID TODD CLARK, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Comearch
Recent Activity
New Position
0.12%
$554,004
7,670 shares@ $72.23 avg price
EVLVEvolv Technologies
Recent Activity
New Position
0.05%
$193,947
49,100 shares@ $3.96 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.04%
$184,404
6,050 shares@ $30.48 avg price
8085⤦Balanced Pool
Recent Activity
New Position
0.04%
$164,051
1,898 shares@ $86.44 avg price
VWELXVanguard Wellington Inv
Recent Activity
New Position
0.03%
$104,982
2,451 shares@ $42.84 avg price
WOBDXJpmorgan Core Bond I
Recent Activity
New Position
0.02%
$81,725
8,091 shares@ $10.11 avg price
FBAOXFidelity Advisor Balanced Fd A
Recent Activity
New Position
0.02%
$65,430
2,214 shares@ $29.56 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.02%
$59,662
206 shares@ $289.63 avg price
NINDXColumbia Large Cap Index Inst
Recent Activity
New Position
0.02%
$55,998
945 shares@ $59.26 avg price
ACVVirtus Diversified
Recent Activity
New Position
0.01%
$40,981
1,867 shares@ $21.96 avg price