WIA

Westbourne Investment Advisors Portfolio holdings

AUM $330M
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$5.06M
3
+$3.61M
4
BAC icon
Bank of America
BAC
+$3.55M
5
DD icon
DuPont de Nemours
DD
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.47%
2 Financials 16.42%
3 Technology 13.34%
4 Energy 9.57%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.59%
+4,705
52
$636K 0.58%
+6,930
53
$630K 0.57%
+11,321
54
$620K 0.56%
+7,430
55
$616K 0.56%
+6,387
56
$603K 0.55%
+15,225
57
$584K 0.53%
+11,905
58
$576K 0.52%
+6,166
59
$565K 0.51%
+4,635
60
$554K 0.5%
+9,847
61
$545K 0.5%
+8,404
62
$538K 0.49%
+4,961
63
$536K 0.49%
+7,980
64
$513K 0.47%
+58,400
65
$508K 0.46%
+12,600
66
$502K 0.46%
+8,435
67
$478K 0.43%
+35,500
68
$449K 0.41%
+8,977
69
$433K 0.39%
+18,265
70
$433K 0.39%
+32,106
71
$432K 0.39%
+15,715
72
$418K 0.38%
+5,187
73
$415K 0.38%
+8,525
74
$413K 0.38%
+6,595
75
$409K 0.37%
+8,455
1 2
3
4 5