Portfolio (Quarterly)
Guide ↗
Westview Management dba Westview Investment Advisors
· CIK 0002073768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EVN | EATON VANCE MUN INCOME TR | Financial Services | 13,624.0 | $153K | 0.07% | -19K | -58.6% | $11.26 | -5.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.6%
Financial Services
20.8%
Consumer Cyclical
18.3%
Healthcare
12.4%
Industrials
4.7%
Energy
3.0%
Utilities
2.6%
Consumer Defensive
2.5%
Basic Materials
2.1%
Communication Services
1.0%