WIA

Westbourne Investment Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$628K
3
+$466K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$459K
5
HON icon
Honeywell
HON
+$423K

Top Sells

1
+$567K
2
+$468K
3
+$358K
4
MSFT icon
Microsoft
MSFT
+$351K
5
AAPL icon
Apple
AAPL
+$336K

Sector Composition

1 Healthcare 16.53%
2 Financials 15.88%
3 Technology 11.81%
4 Energy 9.7%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.11%
12,550
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102
$53K 0.05%
10,000
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5
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