Long-term investor
Westside Investment Management, Inc. @westsideinvestmentmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001538383).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +8.1% · 1 year +18.6% · all +18.6%
- Max drawdown -2.0% · Sharpe 1.02 · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.5% · long · since 2025-06-30
- VYM · 3.4% · long · since 2025-06-30
- 46090E103 · 3.0% · long · since 2025-06-30
- VTI · 2.8% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- TPC · 2.2% · long · since 2025-06-30
- ETON · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- MU · 1.7% · long · since 2025-06-30
- IEFA · 1.5% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30