WIA

Westbourne Investment Advisors Portfolio holdings

AUM $330M
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.19M
2 +$5.06M
3 +$3.61M
4
BAC icon
Bank of America
BAC
+$3.55M
5
DD icon
DuPont de Nemours
DD
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.47%
2 Financials 16.42%
3 Technology 13.34%
4 Energy 9.57%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$12K 0.01%
+14,000