Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | MTCH | MATCH GROUP | Communication Services | 8 | $246.0 | — | SOLD |
| 82 | ZTS | ZOETIS INC | Healthcare | 2 | $236.0 | — | SOLD |
| 83 | SNAP | SNAP INC | Communication Services | 50 | $230.0 | — | SOLD |
| 84 | EQH | EQUITABLE HOLDINGS | Financial Services | 6 | $223.0 | — | SOLD |
| 85 | ESTC | ELASTIC N V | Technology | 4 | $200.0 | — | SOLD |
| 86 | PCY | INVESCO EMERGING | — | 9 | $188.0 | — | SOLD |
| 87 | ARE | ALEXANDRIA REAL | Real Estate | 4 | $186.0 | — | SOLD |
| 88 | EBND | SPDR BLOOMBERG | — | 9 | $186.0 | — | SOLD |
| 89 | FIS | FIDELITY NATIONAL | Technology | 3 | $141.0 | — | SOLD |
| 90 | — | VESTA REAL | — | 1 | $33.0 | — | SOLD |
| 91 | VCIG | VCI GLOBAL | Industrials | 16 | $23.0 | — | SOLD |
| 92 | — | BLACKROCK UTILS | — | 1,000 | $8.0 | — | SOLD |
| 93 | — | QUINCE THERAPEUTICS | — | 75 | $8.0 | — | 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%