WIA
Westbourne Investment Advisors Portfolio holdings
AUM
$330M
This Quarter Return
+1.39%
1 Year Return
+19.66%
3 Year Return
+99.93%
5 Year Return
+181.52%
10 Year Return
+332.68%
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.86%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.19M |
| 2 |
Gilead Sciences
GILD
|
$5.06M |
| 3 |
CVS Health
CVS
|
$3.61M |
| 4 |
Bank of America
BAC
|
$3.55M |
| 5 |
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% |