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
$128M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$701K
3
+$583K
4
WHR icon
Whirlpool
WHR
+$523K
5
ALB icon
Albemarle
ALB
+$502K

Top Sells

1
+$1.05M
2
+$528K
3
+$432K
4
AAPL icon
Apple
AAPL
+$388K
5
GE icon
GE Aerospace
GE
+$355K

Sector Composition

1 Financials 20.33%
2 Healthcare 15.44%
3 Technology 12.55%
4 Communication Services 9.21%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.16%
+4,200
102
$201K 0.16%
1,813
103
$167K 0.13%
16,900
-5,200
104
– –
-850
105
– –
-9,125
106
– –
-13,075
107
– –
-20,440
108
– –
-5,774
1 2 3 4
5