Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | JHMM | JOHN HANCOCK | — | 107 | $7K | 0.00% | SOLD |
| 22 | FFIC | FLUSHING FINL CORP | Financial Services | 448 | $7K | 0.00% | SOLD |
| 23 | DWX | STATE STREET | — | 140 | $6K | 0.00% | SOLD |
| 24 | DXCM | DEXCOM INC | Healthcare | 101 | $6K | 0.00% | SOLD |
| 25 | REYN | REYNOLDS CONSUMER PRODS | Consumer Cyclical | 285 | $6K | 0.00% | SOLD |
| 26 | JHMD | JOHN HANCOCK | — | 142 | $6K | 0.00% | SOLD |
| 27 | TDG | TRANSDIGM GROUP INC | Industrials | 5 | $6K | 0.00% | SOLD |
| 28 | — | PT BK RAKYAT FSPONSORED ADR 1 ADR REPS 50 ORD COM | — | 594 | $6K | 0.00% | SOLD |
| 29 | WK | WORKIVA INC CLASS CLASS A | Technology | 96 | $6K | 0.00% | SOLD |
| 30 | KKR | KKR & CO INC | Financial Services | 63 | $6K | 0.00% | SOLD |
| 31 | RNW | RENEW ENERGY GLOBAL PL FCLASS A | Utilities | 1,122 | $5K | 0.00% | SOLD |
| 32 | CTRA | COTERRA ENERGY | Energy | 126 | $4K | 0.00% | SOLD |
| 33 | DOX | AMDOCS LTD F | Technology | 66 | $4K | 0.00% | SOLD |
| 34 | ASST | STRIVE INC | Communication Services | 425 | $4K | 0.00% | SOLD |
| 35 | JHSC | JOHN HANCOCK | — | 92 | $4K | 0.00% | SOLD |
| 36 | — | NINTENDO LTD FSPONSORED ADR 1 ADR REP 0 25 ORD COM | — | 266 | $4K | 0.00% | SOLD |
| 37 | WD | WALKER & DUNLOP INC | Financial Services | 80 | $4K | 0.00% | SOLD |
| 38 | MXL | MAXLINEAR INC | Technology | 175 | $3K | — | SOLD |
| 39 | BAP | CREDICORP LTD | Financial Services | 8 | $3K | — | SOLD |
| 40 | CCL | CARNIVAL CORP | Consumer Cyclical | 100 | $3K | — | SOLD |
Sector Allocation
Technology
41.3%
Industrials
13.7%
Financial Services
13.0%
Healthcare
11.1%
Communication Services
10.5%
Consumer Cyclical
6.2%
Consumer Defensive
1.6%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.6%