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Westview Management dba Westview Investment Advisors

Portfolio Manager
Westview Management dba Westview Investment Advisors
Performance
-0.22% (2026 Q1)
AUM (13F)
$192.18M
# of Holdings
70
Performance Rank
Allocation (Top 20)
58.8%

Westview Management dba Westview Investment Advisors Holdings Map

Top 50 Westview Management dba Westview Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCIT
VANGUARD SCOTTSDALE FDS
6.38%148.3K$12.3M
-8.72%(-14.16K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 162.4K shares2026-Q1: 148.3K shares
$83.93(-1.89%)
2026-03-31
IEI
ISHARES TR
6.21%100.6K$11.9M
-4.04%(-4.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 104.8K shares2026-Q1: 100.6K shares
$119.43(-1.94%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.93%150.0K$7.6M
-8.77%(-14.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 164.4K shares2026-Q1: 150.0K shares
$50.68(-0.26%)
2026-03-31
EMB
ISHARES TR
3.57%73.1K$6.9M
-7.23%(-5.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.8K shares2026-Q1: 73.1K shares
$95.74(+0.49%)
2026-03-31
FPEI
FIRST TR EXCH TRADED FD III
3.51%355.0K$6.7M
-7.97%(-30.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 385.8K shares2026-Q1: 355.0K shares
$19.36(-0.36%)
2026-03-31
SRLN
SSGA ACTIVE ETF TR
3.13%150.0K$6.0M
-6.91%(-11.14K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 161.1K shares2026-Q1: 150.0K shares
$41.43(-3.08%)
2026-03-31
EYLD
CAMBRIA ETF TR
2.8%129.7K$5.4M
-1.17%(-1.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 131.3K shares2026-Q1: 129.7K shares
$37.77(+20.75%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.78%30.6K$5.3M
-8.13%(-2.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.3K shares2026-Q1: 30.6K shares
$186.54(+4.44%)
2026-03-31
GOOG
ALPHABET INC
2.77%18.5K$5.3M
-11.84%(-2.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.0K shares2026-Q1: 18.5K shares
$278.67(+27.81%)
2026-03-31
EUFN
ISHARES TR
2.64%145.3K$5.1M
-6.91%(-10.79K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 156.1K shares2026-Q1: 145.3K shares
$35.72(+11.61%)
2026-03-31

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