WIA

Westbourne Investment Advisors Portfolio holdings

AUM $359M
1-Year Est. Return 26.19%
This Quarter Est. Return
1 Year Est. Return
+26.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$942K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$540K
3
+$535K
4
STX icon
Seagate
STX
+$494K
5
TRGP icon
Targa Resources
TRGP
+$487K

Top Sells

1
+$738K
2
+$409K
3
+$351K
4
JNJ icon
Johnson & Johnson
JNJ
+$307K
5
DD
Du Pont De Nemours E I
DD
+$275K

Sector Composition

1 Healthcare 18.72%
2 Financials 15.96%
3 Technology 13.36%
4 Consumer Discretionary 9.5%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,983
102
– –
-21,261
1 2 3 4
5