Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JOBY | JOBY AVIATION INC FCLASS A | Industrials | 100.0 | $850.0 | — | NEW | — | $8.50 | -9.9% |
| 62 | DXC | DXC TECHNOLOGY | Technology | 53.0 | $666.0 | — | NEW | — | $12.57 | -13.8% |
| 63 | ALAR | ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD COM | Technology | 50.0 | $312.0 | — | NEW | — | $6.24 | -72.6% |
| 64 | VCIG | VCI GLOBAL | Industrials | 16.0 | $23.0 | — | NEW | — | $1.44 | -85.0% |
| 65 | — | BLACKROCK UTILS | — | 1,000.0 | $8.0 | — | NEW | — | $0.01 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.5%
Industrials
15.3%
Financial Services
14.3%
Healthcare
11.9%
Communication Services
8.6%
Consumer Cyclical
7.0%
Consumer Defensive
2.0%
Energy
1.5%
Utilities
0.8%
Basic Materials
0.8%