Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | MONEY MARKET POOL | — | 9,031 | $11K | 0.00% | SOLD |
| 22 | MTN | VAIL RESORTS | Consumer Cyclical | 81 | $11K | 0.00% | SOLD |
| 23 | IEI | ISHARES 3-7 YEAR TRERY BOND ETF | — | 85 | $10K | 0.00% | SOLD |
| 24 | — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | — | 595 | $10K | 0.00% | SOLD |
| 25 | IEP | ICAHN ENTERPRISES L P LP | Industrials | 1,220 | $9K | 0.00% | SOLD |
| 26 | — | VANGUARD LIFESTRATEGY INCOME INV | — | 538 | $8K | 0.00% | SOLD |
| 27 | — | SCHWAB INTERNATIONAL INDEX | — | 257 | $7K | 0.00% | SOLD |
| 28 | — | SCHWAB SMALL CAP INDEX | — | 182 | $7K | 0.00% | SOLD |
| 29 | GPC | GENUINE PARTS | Consumer Cyclical | 59 | $7K | 0.00% | SOLD |
| 30 | WY | WEYERHAEUSER CO | Real Estate | 300 | $7K | 0.00% | SOLD |
| 31 | — | VANGUARD LIFESTRATEGY GROWTH INV | — | 134 | $7K | 0.00% | SOLD |
| 32 | SCHG | SCHWAB US | — | 200 | $7K | 0.00% | SOLD |
| 33 | INVH | INVITATION HOMES INC | Real Estate | 172 | $5K | 0.00% | SOLD |
| 34 | — | JPMORGAN DIVERSIFIED | — | 93 | $5K | 0.00% | SOLD |
| 35 | QCLN | FIRST TST NASDAQ CLEAN ED ID ETF | — | 84 | $4K | 0.00% | SOLD |
| 36 | — | STRIVE INC | — | 5,000 | $4K | 0.00% | SOLD |
| 37 | — | FIRST HAWAIIAN | — | 119 | $3K | — | SOLD |
| 38 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 38 | $3K | — | SOLD |
| 39 | HNST | HONEST COMPANY | Consumer Cyclical | 1,000 | $3K | — | SOLD |
| 40 | CPT | CAMDEN PROPERTY | Real Estate | 22 | $2K | — | SOLD |
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%