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
$99.6M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$862K
3 +$488K
4
BWA icon
BorgWarner
BWA
+$437K
5
DD icon
DuPont de Nemours
DD
+$433K

Top Sells

1 +$433K
2 +$329K
3 +$281K
4
OXY icon
Occidental Petroleum
OXY
+$224K
5
FDX icon
FedEx
FDX
+$211K

Sector Composition

1 Healthcare 18.04%
2 Financials 16.67%
3 Technology 13.3%
4 Consumer Discretionary 8.57%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$96K 0.1%
+10,650
102
$69K 0.07%
13,734
-3,652
103
$4K ﹤0.01%
14,000
104
-18,265
105
-2,891
106
-2,650