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
$114M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$940K
2 +$457K
3 +$428K
4
RHT
Red Hat Inc
RHT
+$401K
5
APA icon
APA Corp
APA
+$322K

Top Sells

1 +$1.9M
2 +$683K
3 +$460K
4
AXP icon
American Express
AXP
+$431K
5
MMU
Western Asset Managed Municipals Fund
MMU
+$418K

Sector Composition

1 Financials 18.07%
2 Healthcare 16.35%
3 Technology 11.62%
4 Energy 10.64%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-27,600
102
-57,896
103
-10,000
104
-7,400
105
-17,200
106
-9,084