Louise Gibbs

Westview Management Dba Westview Investment Advisors

Assets Managed

$192.184M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

-8.44%(2Q avg: -4.22%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westview Management Dba Westview Investment Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Westview Management Dba Westview Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.184M in assets, with a quarterly growth rate of -8.44% and a 2-quarter average growth rate of -4.22%. The portfolio is managed by Louise Gibbs, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VCIT Vanguard Int-term Corporate Recent Activity Decreased -8.71%	6.39%	$12.268M 148,252 shares@ $82.75 avg price	Decreased -8.71%
IEI Ishares 3-7 Year Treasury Bo Recent Activity Decreased -4.04%	6.21%	$11.933M 100,612 shares@ $118.61 avg price	Decreased -4.04%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Decreased -8.77%	3.94%	$7.556M 150,019 shares@ $50.37 avg price	Decreased -8.77%
EMB Ishares Jp Morgan Usd Emergi Recent Activity Decreased -7.23%	3.58%	$6.862M 73,059 shares@ $93.93 avg price	Decreased -7.23%
FPEI First Trust Institutional Pr Recent Activity Decreased -7.96%	3.52%	$6.746M 355,034 shares@ $19.01 avg price	Decreased -7.96%
SRLN Spdr Blackstone Senior Loan Recent Activity Decreased -6.91%	3.14%	$6.021M 150,006 shares@ $40.14 avg price	Decreased -6.91%
EYLD Cambria Emerg Shrhldr Yield Recent Activity Decreased -1.17%	2.8%	$5.372M 129,723 shares@ $41.41 avg price	Decreased -1.17%
NVDA Nvidia Corp Recent Activity Decreased -8.13%	2.78%	$5.339M 30,611 shares@ $174.4 avg price	Decreased -8.13%
GOOG Alphabet Inc-cl C Recent Activity Decreased -11.84%	2.77%	$5.32M 18,545 shares@ $286.87 avg price	Decreased -11.84%
EUFN Ishares Msci Europe Financia Recent Activity Decreased -6.91%	2.64%	$5.065M 145,345 shares@ $34.85 avg price	Decreased -6.91%

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