Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | HE | HAWAIIAN ELEC INDS INC | Utilities | 415.0 | $6K | 0.00% | +160.0 | +62.8% | $14.84 | -12.3% |
| 222 | SSYS | STRATASYS LTD | Technology | 500.0 | $4K | 0.00% | +200.0 | +66.7% | $7.81 | +14.2% |
| 223 | — | WW INTL | — | 250.0 | $3K | 0.00% | +100.0 | +66.7% | $13.74 | — |
| 224 | SBET | SHARPLINK INC | Financial Services | 400.0 | $3K | — | +333.0 | +497.0% | $6.45 | -18.0% |
| 225 | SBS | COMPANHIA DE SANEAMENTO | Utilities | 80.0 | $2K | — | +2.0 | +2.6% | $30.51 | -82.8% |
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
36.4%
Industrials
14.9%
Financial Services
13.9%
Healthcare
11.6%
Communication Services
11.2%
Consumer Cyclical
6.8%
Consumer Defensive
2.0%
Energy
1.4%
Utilities
0.8%
Basic Materials
0.8%