Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL | Industrials | 529 | $120K | 0.02% | SOLD |
| 2 | DD | DUPONT DE | Basic Materials | 1,630 | $75K | 0.01% | SOLD |
| 3 | WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | Technology | 18,436 | $40K | 0.01% | SOLD |
| 4 | VCSH | VANGUARD SHORT TERM COR BD ETF | — | 500 | $40K | 0.01% | SOLD |
| 5 | — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | — | 338 | $30K | 0.01% | SOLD |
| 6 | INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | Technology | 2,108 | $29K | 0.00% | SOLD |
| 7 | — | ARGO BLOCKCHAIN | — | 8,350 | $24K | 0.00% | SOLD |
| 8 | CSGP | COSTAR GROUP INC | Real Estate | 360 | $14K | 0.00% | SOLD |
| 9 | — | WOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | — | 162 | $12K | 0.00% | SOLD |
| 10 | SPCE | VIRGIN GALACTIC | Industrials | 5,000 | $12K | 0.00% | SOLD |
| 11 | TPYP | TORTOISE NORTH | — | 279 | $12K | 0.00% | SOLD |
| 12 | HYS | PIMCO 0-5 | — | 126 | $12K | 0.00% | SOLD |
| 13 | — | TECHNOPRO HLDGS INC FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | — | 1,960 | $11K | 0.00% | SOLD |
| 14 | — | PT BK CENT ASIA TBK FSPONSORED ADR 1 ADR REPS 25 ORD COM | — | 989 | $10K | 0.00% | SOLD |
| 15 | BKLN | INVESCO SENIOR | — | 461 | $9K | 0.00% | SOLD |
| 16 | — | HOLOGIC INC | — | 116 | $9K | 0.00% | SOLD |
| 17 | SRLN | STATE STREET | — | 214 | $9K | 0.00% | SOLD |
| 18 | MLPA | GLOBAL X | — | 158 | $9K | 0.00% | SOLD |
| 19 | JHML | JOHN HANCOCK | — | 104 | $8K | 0.00% | SOLD |
| 20 | SCHO | SCHWAB SHORT | — | 302 | $7K | 0.00% | 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%