WIA

Westbourne Investment Advisors Portfolio holdings

AUM $362M
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
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 +$589K
2 +$535K
3 +$420K
4
DLTR icon
Dollar Tree
DLTR
+$313K
5
MU icon
Micron Technology
MU
+$274K

Top Sells

1 +$3.77M
2 +$1.98M
3 +$1.84M
4
STX icon
Seagate
STX
+$1.09M
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
-62,790
102
-3,175