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
$171M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$8.61M
3 +$7.56M
4
UBER icon
Uber
UBER
+$5.43M
5
MEOH icon
Methanex
MEOH
+$5.34M

Top Sells

1 +$821K
2 +$230K
3 +$219K
4
CVS icon
CVS Health
CVS
+$211K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$137K

Sector Composition

1 Technology 24.86%
2 Financials 24.6%
3 Communication Services 13.85%
4 Healthcare 11.45%
5 Materials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.13%
+1,514
77
$203K 0.12%
495
78
$177K 0.1%
+10,497
79
$152K 0.09%
+14,900
80
$136K 0.08%
+10,875
81
-1,883