Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | NN | NEXTNAV INC | Communication Services | 34 | $566.0 | — | SOLD |
| 62 | SOLV | SOLVENTUM CORP | Healthcare | 7 | $555.0 | — | SOLD |
| 63 | DNLI | DENALI THERAPEUTICS | Healthcare | 33 | $545.0 | — | SOLD |
| 64 | AVA | AVISTA CORP | Utilities | 13 | $501.0 | — | SOLD |
| 65 | — | URGENTLY INC | — | 166 | $485.0 | — | SOLD |
| 66 | FRSH | FRESHWORKS INC | Technology | 36 | $441.0 | — | SOLD |
| 67 | PVH | PVH CORP | Consumer Cyclical | 6 | $402.0 | — | SOLD |
| 68 | ZTR | VIRTUS TOTAL RETURN FD | Financial Services | 62 | $397.0 | — | SOLD |
| 69 | GIL | GILDAN ACTIVEWEAR | Consumer Cyclical | 6 | $375.0 | — | SOLD |
| 70 | CCOI | COGENT COMMUNICATIONS | Communication Services | 16 | $345.0 | — | SOLD |
| 71 | CROX | CROCS INC | Consumer Cyclical | 4 | $342.0 | — | SOLD |
| 72 | — | JAMES HARDIE | — | 16 | $332.0 | — | SOLD |
| 73 | — | VCI GLOBAL | — | 524 | $277.0 | — | SOLD |
| 74 | — | BIOHAVEN LTD | — | 23 | $260.0 | — | SOLD |
| 75 | AUR | AURORA INNOVATION | Technology | 66 | $253.0 | — | SOLD |
| 76 | VLTO | VERALTO CORP | Industrials | 2 | $200.0 | — | SOLD |
| 77 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 3 | $193.0 | — | SOLD |
| 78 | GPRO | GOPRO INC CLASS CLASS A | Technology | 125 | $182.0 | — | SOLD |
| 79 | DDD | 3D SYSTEMS | Technology | 98 | $173.0 | — | SOLD |
| 80 | FMC | FMC CORP | Basic Materials | 11 | $153.0 | — | 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%