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
$132M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$519K
2 +$480K
3 +$427K
4
AMLP icon
Alerian MLP ETF
AMLP
+$375K
5
META icon
Meta Platforms (Facebook)
META
+$352K

Top Sells

1 +$898K
2 +$704K
3 +$465K
4
DLTR icon
Dollar Tree
DLTR
+$348K
5
VTRS icon
Viatris
VTRS
+$292K

Sector Composition

1 Financials 20.97%
2 Healthcare 14.41%
3 Technology 13.03%
4 Communication Services 10.04%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,575
102
-1,813
103
-5,340
104
-8,790
105
-7,338
106
-4,200
107
$0 ﹤0.01%
+13,000