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
$116M
AUM Growth
-$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$575K
2 +$491K
3 +$464K
4
DLTR icon
Dollar Tree
DLTR
+$288K
5
MU icon
Micron Technology
MU
+$266K

Top Sells

1 +$3.77M
2 +$1.98M
3 +$1.84M
4
STX icon
Seagate
STX
+$1.06M
5
AIG icon
American International
AIG
+$997K

Sector Composition

1 Financials 16.75%
2 Technology 14.86%
3 Communication Services 13.37%
4 Healthcare 11.75%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-44,587
102
-123,945