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
$104M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$630K
3 +$612K
4
WHR icon
Whirlpool
WHR
+$573K
5
CIEN icon
Ciena
CIEN
+$438K

Sector Composition

1 Healthcare 19.29%
2 Financials 17.16%
3 Technology 13.13%
4 Industrials 8.62%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,274
102
-7,855
103
-4,872
104
-11,900
105
-19,320
106
-9,840
107
-14,000
108
-24,000