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WIA

Westview Investment Advisors Portfolio holdings

AUM $192M
This Fund
S&P 500
This Quarter Est. Return
+1.97%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$209M
Cap. Flow %
99.54%
Top 10 Hldgs %
38.05%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–

Top Buys

1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$13.6M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$12.5M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.57M
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.48M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 11.43%
2 Technology 11.3%
3 Financials 6.22%
4 Communication Services 5.81%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
$13.6M 6.48%
+162,410
New +$13.6M
IEI icon
2
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$12.5M 5.96%
+104,849
New +$12.5M
JAAA icon
3
Janus Henderson AAA CLO ETF
JAAA
$29B
$8.32M 3.96%
+164,442
New +$8.32M
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$7.58M 3.61%
+78,757
New +$7.57M
FPEI icon
5
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$7.48M 3.56%
+385,775
New +$7.48M
SRLN icon
6
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$6.65M 3.17%
+161,147
New +$6.65M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.34T
$6.6M 3.14%
+21,036
New +$6.03M
NVDA icon
8
NVIDIA
NVDA
$5.14T
$6.21M 2.96%
+33,321
New +$6.2M
EUFN icon
9
iShares MSCI Europe Financials ETF
EUFN
$3.8B
$5.79M 2.76%
+156,137
New +$5.42M
MSFT icon
10
Microsoft
MSFT
$2.87T
$5.12M 2.44%
+10,596
New +$5.31M
EYLD icon
11
Cambria Emerging Shareholder Yield ETF
EYLD
$835M
$5.03M 2.4%
+131,265
New +$5.02M
AMZN icon
12
Amazon
AMZN
$2.65T
$4.92M 2.34%
+21,315
New +$4.88M
CASY icon
13
Casey's General Stores
CASY
$31.5B
$4.81M 2.29%
+8,697
New +$4.79M
FLJP icon
14
Franklin FTSE Japan ETF
FLJP
$3.8B
$4.63M 2.21%
+134,441
New +$4.74M
GLW icon
15
Corning
GLW
$162B
$4.63M 2.2%
+52,852
New +$4.55M
META icon
16
Meta Platforms (Facebook)
META
$1.67T
$4.61M 2.19%
+6,976
New +$4.66M
MA icon
17
Mastercard
MA
$476B
$4.31M 2.05%
+7,543
New +$4.22M
SN icon
18
SharkNinja
SN
$21.1B
$4.1M 1.95%
+36,656
New +$3.61M
KRE icon
19
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
$4.01M 1.91%
+61,899
New +$3.89M
TJX icon
20
TJX Companies
TJX
$165B
$3.96M 1.89%
+25,792
New +$3.81M
SHV icon
21
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$3.94M 1.88%
+35,798
New +$3.95M
CRH icon
22
CRH
CRH
$69.1B
$3.62M 1.73%
+29,042
New +$3.46M
AZN icon
23
AstraZeneca
AZN
$257B
$3.6M 1.71%
+19,568
New +$3.43M
JPM icon
24
JPMorgan Chase
JPM
$915B
$3.39M 1.62%
+10,520
New +$3.26M
WCN
25
Waste Connections
WCN
$43.3B
$3.29M 1.57%
+18,758
New +$3.24M
1
2 3

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