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
$255M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.52M
3 +$1.05M
4
PEP icon
PepsiCo
PEP
+$882K
5
MCD icon
McDonald's
MCD
+$753K

Top Sells

1 +$293K
2 +$284K
3 +$272K
4
CNC icon
Centene
CNC
+$240K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$206K

Sector Composition

1 Technology 26.23%
2 Financials 23.42%
3 Communication Services 12.7%
4 Healthcare 9.78%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$78K 0.03%
12,600
102
-4,726