WIA
Westview Investment Advisors Portfolio holdings
AUM
$192M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$192M
AUM Growth
-$17.7M
(-8.4%)
Holding
83
Top Buys
| 1 | +$3.94M | |
| 2 | +$3.09M | |
| 3 | +$3.04M | |
| 4 |
Broadcom
AVGO
|
+$1.88M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$1.52M |
Top Sells
| 1 | +$3.59M | |
| 2 | +$2.98M | |
| 3 | +$2.69M | |
| 4 |
Boston Scientific
BSX
|
+$2.36M |
| 5 |
Autodesk
ADSK
|
+$2.32M |
Sector Composition
| 1 | Technology | 12.2% |
| 2 | Consumer Discretionary | 10.42% |
| 3 | Communication Services | 5.16% |
| 4 | Healthcare | 4.78% |
| 5 | Financials | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tronox
TROX
$1.27B
| – | – |
-10,000
|
|
||
77
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| – | – |
-9,155
|
|
||
|
78
Autodesk
ADSK
$48.8B
| – | – |
-7,854
|
|
||
79
AES
AES
$10.5B
| – | – |
-207,824
|
|
||
|
BFK
80
DELISTED
BlackRock Municipal Income Trust
BFK
| – | – |
-121,838
|
|
||
|
BLE
81
DELISTED
BlackRock Municipal Income Trust II
BLE
| – | – |
-19,900
|
|
||
|
82
Boston Scientific
BSX
$71.8B
| – | – |
-24,780
|
|
||
83
Fidelity Total Bond ETF
FBND
$25.9B
| – | – |
-10,648
|
|