WIA
Westbourne Investment Advisors Portfolio holdings
AUM
$330M
1-Year Est. Return
19.66%
1 Year Est. Return
+19.66%
AUM
$330M
AUM Growth
+$48.1M
(+17%)
Holding
108
Top Buys
| 1 | +$2.35M | |
| 2 | +$1.55M | |
| 3 | +$1.1M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$893K |
| 5 |
Ares Capital
ARCC
|
+$865K |
Top Sells
| 1 | +$288K | |
| 2 | +$199K | |
| 3 | +$138K | |
| 4 |
Uber
UBER
|
+$132K |
| 5 |
Netflix
NFLX
|
+$115K |
Sector Composition
| 1 | Technology | 26.78% |
| 2 | Financials | 21.68% |
| 3 | Communication Services | 17.08% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Healthcare | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PayPal
PYPL
$64.4B
| $216K | 0.07% |
+2,900
|
|
||
102
General Mills
GIS
$25.8B
| $207K | 0.06% |
4,000
|
|
||
103
Cisco
CSCO
$277B
| $205K | 0.06% |
+2,951
|
|
||
104
Bristol-Myers Squibb
BMY
$88.8B
| $203K | 0.06% |
4,377
|
|
||
105
Xylem
XYL
$35.5B
| $201K | 0.06% |
+1,555
|
|
||
106
Viking Holdings
VIK
$26.9B
| $201K | 0.06% |
+3,765
|
|
||
107
CrossingBridge Pre-Merger SPAC ETF
SPC
$22.2M
| $39 | ﹤0.01% |
29,839
|
|
||
108
Boeing
BA
$161B
| – | – |
-1,687
|
|