WIA

Westbourne Investment Advisors Portfolio holdings

AUM $359M
1-Year Est. Return 26.19%
This Quarter Est. Return
1 Year Est. Return
+26.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.2M
AUM Growth
+$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$844K
3
+$756K
4
ELV icon
Elevance Health
ELV
+$345K
5
TMO icon
Thermo Fisher Scientific
TMO
+$299K

Top Sells

1
+$1.56M
2
+$1.06M
3
+$422K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
IP icon
International Paper
IP
+$275K

Sector Composition

1 Technology 38.46%
2 Financials 19.84%
3 Healthcare 12.62%
4 Consumer Discretionary 9.27%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,253
52
– –
-3,255
1 2
3