WIA

Westbourne Investment Advisors Portfolio holdings

AUM $362M
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
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 +$9.64M
2 +$7.62M
3 +$7.59M
4
CNC icon
Centene
CNC
+$4.83M
5
UBER icon
Uber
UBER
+$4.77M

Top Sells

1 +$745K
2 +$238K
3 +$219K
4
CVS icon
CVS Health
CVS
+$201K
5
WMT icon
Walmart Inc
WMT
+$138K

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