AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Westside Investment Management, Inc. has reported a significant expansion in assets under management, with the total portfolio value growing by 105.4% from approximately $304.35 million to $625.12 million for the period ending December 31, 2025. This doubling of AUM suggests substantial capital inflows or strong market performance during the quarter. The portfolio is highly diversified, comprising 1,944 individual holdings, which indicates a strategy focused on broad risk...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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