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

Top Buys

1 +$1.73M
2 +$1.55M
3 +$938K
4
SPLK
Splunk Inc
SPLK
+$866K
5
MCD icon
McDonald's
MCD
+$799K

Top Sells

1 +$306K
2 +$305K
3 +$284K
4
CNC icon
Centene
CNC
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$204K

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