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
$122M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$695K
3
+$665K
4
META icon
Meta Platforms (Facebook)
META
+$611K
5
AIG icon
American International
AIG
+$558K

Top Sells

1
+$2.32M
2
+$885K
3
+$607K
4
NSC icon
Norfolk Southern
NSC
+$446K
5
M icon
Macy's
M
+$388K

Sector Composition

1 Financials 18.02%
2 Healthcare 15.44%
3 Technology 12.6%
4 Energy 9.14%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.17%
+1,813
102
$202K 0.17%
+1,775
103
$141K 0.12%
3,175
104
– –
-2,975
105
– –
-2,780
106
– –
-2,525
107
– –
-11,435
108
– –
-6,495
1 2 3 4
5