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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
UBERUber Technologies
Recent Activity
Decreased -2.22%
1.63%
$7.722M
128,010 shares@ $60.32 avg price
ETONEton Pharmaceuticals
Recent Activity
Decreased -7.02%
1.62%
$7.662M
575,222 shares@ $13.33 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
JPSTJpmorgan
Recent Activity
Decreased -4.12%
1.35%
$6.388M
126,818 shares@ $50.38 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.82%
1.3%
$6.158M
32,337 shares@ $190.45 avg price
TPCTutor Perini
Recent Activity
Decreased -2.18%
1.27%
$6.007M
248,203 shares@ $24.2 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.4%
1.24%
$5.841M
25,194 shares@ $231.85 avg price
HROWHarrow Inc
Recent Activity
Decreased -1.44%
1.16%
$5.487M
163,541 shares@ $33.56 avg price