DAVID TODD CLARK

@Westside Investment Management, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$474.504M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
URIUnited Rentals Recent Activity Increased 0.53%	0.77%	$3.643M 5,171 shares@ $704.44 avg price	Increased 0.53%
SPYSpdr S&p Recent Activity Increased 0.22%	0.71%	$3.332M 5,684 shares@ $586.17 avg price	Increased 0.22%
SWTXXSchwab Municipal Money Inv Recent Activity Increased 494.78%	0.68%	$3.194M 3.194M shares@ $1.0 avg price	Increased 494.78%
ABBVAbbvie Inc Recent Activity Increased 0.13%	0.65%	$3.077M 17,317 shares@ $177.71 avg price	Increased 0.13%
AVUVAvantis U S Recent Activity Increased 4.9%	0.65%	$3.042M 31,517 shares@ $96.54 avg price	Increased 4.9%
MUBIshacom National Recent Activity Increased 23.67%	0.64%	$3.017M 28,312 shares@ $106.56 avg price	Increased 23.67%
BCOBrinks Company Recent Activity Increased 0.77%	0.6%	$2.844M 30,653 shares@ $92.78 avg price	Increased 0.77%
VHTVanguard Health Recent Activity Increased 0.5%	0.6%	$2.808M 11,067 shares@ $253.72 avg price	Increased 0.5%
CGBLCapital Group Recent Activity Increased 42.68%	0.58%	$2.727M 87,196 shares@ $31.28 avg price	Increased 42.68%
AMGNAmgen Inc Recent Activity Increased 0.01%	0.56%	$2.619M 10,047 shares@ $260.66 avg price	Increased 0.01%