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
$161M
AUM Growth
-$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.56M
3 +$1.42M
4
UBER icon
Uber
UBER
+$1.3M
5
CRM icon
Salesforce
CRM
+$967K

Top Sells

1 +$19.7M
2 +$10.6M
3 +$6.11M
4
BAH icon
Booz Allen Hamilton
BAH
+$4.54M
5
DLTR icon
Dollar Tree
DLTR
+$4.22M

Sector Composition

1 Technology 24.94%
2 Financials 21.61%
3 Communication Services 14.22%
4 Healthcare 9.59%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-941