WILLINGDON WEALTH Overview

Willingdon Wealth Management is an investment advisor that manages 268 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 198MM in positions, representing 74% of the manager's regulatory AUM.

WILLINGDON WEALTH StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILLINGDON WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LMT 2.32% Industrials 12.41% 0.15% 0 16%
IVV 2.11% ETF 1.54% -0% 0 9%
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WILLINGDON WEALTH Founders and Key Employees

Name Title In Position Since
Lewis M. Kayes President, Chief Compliance Officer November-2003
Thomas M. Searson Shareholder January-2015
Theodore E. Ake Director June-2012

WILLINGDON WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

WILLINGDON WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
In accordance with the Investment Planǡ WWM will primarily invest in individual stocks and bondsǤ WWM may also include ETFs ȋExchange Traded FundsȌǡ MLPs ȋMaster Limited PartnershipsȌǡ REITs ȋReal Estate Investment TrustsȌǡ preferred stocksǡ option strategiesǡ and mutual funds in client accountsǤ

WWM focuses on fundamental analysis when selecting investments for client accountsǤ This type of analysis involves analyœing individual companies and their industry groupsǡ such as a companyǯs financial statementsǡ details regarding the companyǯs product lineǡ the experience and expertise of the companyǯs managementǡ and the outlook for the companyǯs industryǤ The resulting data is used to measure the true value of the companyǯs stock compared to the current market valueǤ The following is a discussion of some of the specific details of our analytic...
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WILLINGDON WEALTH Portfolio Concentration

WILLINGDON WEALTH Location

13801 REESE BOULEVARD
SUITE 155
HUNTERSVILLE, North Carolina
UNITED STATES, 28078

WILLINGDON WEALTH Contact Information

Phone Number: 704-659-7810
Fax Number: 704-766-0592
Website:

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