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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
VYMVanguard High
Recent Activity
Increased 0.65%
3.72%
$17.626M
138,149 shares@ $127.6 avg price
VTIVanguard Total
Recent Activity
Increased 0.05%
3.55%
$16.805M
57,984 shares@ $289.82 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.09%
2.21%
$10.474M
24,848 shares@ $421.52 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.53%
1.75%
$8.26M
43,635 shares@ $189.31 avg price
AGGIshacom Core
Recent Activity
Increased 3.76%
1.58%
$7.474M
77,132 shares@ $96.91 avg price
MINTPimco Ehnanced
Recent Activity
Increased 12.65%
1.4%
$6.617M
65,943 shares@ $100.35 avg price
VIGVanguard Dividend
Recent Activity
Increased 0.51%
1.36%
$6.424M
32,803 shares@ $195.84 avg price
IUSBIshacom Core
Recent Activity
Increased 1.57%
1.15%
$5.421M
119,929 shares@ $45.21 avg price
FCALFirst Trust
Recent Activity
Increased 11.12%
1.06%
$4.983M
100,930 shares@ $49.38 avg price
PBIPitney Bowes
Recent Activity
Increased 0.5%
0.96%
$4.532M
625,939 shares@ $7.25 avg price