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
$128M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$701K
3
+$583K
4
WHR icon
Whirlpool
WHR
+$523K
5
ALB icon
Albemarle
ALB
+$502K

Top Sells

1
+$1.05M
2
+$528K
3
+$432K
4
AAPL icon
Apple
AAPL
+$388K
5
GE icon
GE Aerospace
GE
+$355K

Sector Composition

1 Financials 20.33%
2 Healthcare 15.44%
3 Technology 12.55%
4 Communication Services 9.21%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.28%
6,950
77
$351K 0.27%
6,010
-320
78
$342K 0.27%
1,353
+143
79
$342K 0.27%
1,361
80
$321K 0.25%
3,550
-1,900
81
$313K 0.24%
22,650
+19
82
$307K 0.24%
8,050
-200
83
$305K 0.24%
3,975
-525
84
$294K 0.23%
7,550
-2,000
85
$289K 0.23%
15,075
-100
86
$288K 0.22%
7,338
-4,020
87
$287K 0.22%
21,160
+2,500
88
$286K 0.22%
59,290
+5,000
89
$286K 0.22%
5,340
-950
90
$285K 0.22%
+27,400
91
$271K 0.21%
6,029
-250
92
$248K 0.19%
9,500
93
$248K 0.19%
8,790
94
$240K 0.19%
5,000
-100
95
$238K 0.19%
1,612
-50
96
$238K 0.19%
4,484
-70
97
$234K 0.18%
+4,930
98
$233K 0.18%
4,925
-975
99
$232K 0.18%
+1,575
100
$228K 0.18%
8,763
-1,161
1 2 3
4
5