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
FIXDFirst Trust Recent Activity Increased 5.06%	0.54%	$2.543M 59,192 shares@ $42.97 avg price	Increased 5.06%
SHYIshacom 1-3yr Recent Activity Increased 0.02%	0.54%	$2.529M 30,849 shares@ $81.99 avg price	Increased 0.02%
CMFIshacom California Recent Activity Increased 5.55%	0.53%	$2.468M 43,084 shares@ $57.29 avg price	Increased 5.55%
VXUSVanguard Total Recent Activity Increased 10.76%	0.52%	$2.433M 41,280 shares@ $58.94 avg price	Increased 10.76%
VBVanguard Small Recent Activity Increased 0.11%	0.49%	$2.316M 9,637 shares@ $240.3 avg price	Increased 0.11%
VDCVanguard Consumer Recent Activity Increased 0.38%	0.49%	$2.285M 10,809 shares@ $211.38 avg price	Increased 0.38%
SPTMSpdr Portfolio Recent Activity Increased 3.15%	0.44%	$2.056M 28,783 shares@ $71.44 avg price	Increased 3.15%
SNOWSnowflake Inc Recent Activity Increased 1.87%	0.41%	$1.942M 12,574 shares@ $154.42 avg price	Increased 1.87%
BNDVanguard Total Recent Activity Increased 0.35%	0.39%	$1.848M 25,696 shares@ $71.92 avg price	Increased 0.35%
CRWDCrowdstrike Holdings Recent Activity Increased 0.05%	0.36%	$1.707M 4,990 shares@ $342.18 avg price	Increased 0.05%