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Home > Institutional Investor > Westside Investment Management, Inc. > Profile

Instuitional Investor - Westside Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Westside Investment Management, Inc.
Portfolio Value $391,103,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 95,089 $18,307,659 5.26%
2.
Invesco Qqq
 32,953 $13,495,052 3.87%
3.
Vanguard Total
 53,566 $12,707,124 3.65%
4.
Microsoft Corp
 MSFT 25,231 $9,488,065 2.72%
5.
Uber Technologies Inc
 UBER 152,578 $9,394,237 2.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)