WIA

Westbourne Investment Advisors Portfolio holdings

AUM $362M
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
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 +$595K
2 +$557K
3 +$500K
4
STX icon
Seagate
STX
+$462K
5
TRGP icon
Targa Resources
TRGP
+$389K

Top Sells

1 +$738K
2 +$381K
3 +$351K
4
JNJ icon
Johnson & Johnson
JNJ
+$294K
5
CSCO icon
Cisco
CSCO
+$271K

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