Westside Investment Management, Inc.
Westside Investment Management, Inc. is an SEC-registered investment adviser based in Santa Monica, California, serving individual and institutional clients with a focus on long-term asset growth and wealth management. The firm was founded in 2011 and maintains a staff of around 15 employees, offering a range of investment strategies and financial planning services primarily to individuals, including both high-net-worth and non-high-net-worth clients, as well as some pension plans and charitable organizations.
Investment Strategy
Westside Investment Management provides discretionary investment management services focused on diversified portfolios of equities, ETFs, and mutual funds, designed to meet each client's asset allocation and risk tolerance. Their approach emphasizes core holdings in large-cap technology and broad market index funds, adjusting allocations based on market trends and client objectives. The firm is a net buyer in growth and value equities, and maintains a dynamic, research-driven process with ongoing portfolio monitoring and rebalancing.
Top Holdings
Equity Positions (1,139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VYM | VANGUARD HIGH | 3.86% | $20.8M | 156,256 | $102.25 | $133.31 | +$1.1M |
V VTI | VANGUARD TOTAL | 3.27% | $17.6M | 57,937 | $165.97 | $303.93 | +$1.7M |
A AAPL | APPLE INC | 3.20% | $17.3M | 83,651 | $65.78 | $205.17 | -$1.2M |
Q QQQ | INVESCO QQQ | 3.17% | $17.1M | 31,009 | $245.10 | $551.64 | +$1.6M |
M MSFT | MICROSOFT CORP | 2.42% | $13.1M | 26,312 | $197.40 | $497.41 | +$3.6M |