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
$111M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$803K
2 +$678K
3 +$364K
4
RTX icon
RTX Corp
RTX
+$344K
5
GE icon
GE Aerospace
GE
+$341K

Top Sells

1 +$311K
2 +$296K
3 +$271K
4
AXP icon
American Express
AXP
+$242K
5
CIEN icon
Ciena
CIEN
+$239K

Sector Composition

1 Healthcare 18.22%
2 Financials 15.03%
3 Technology 11.51%
4 Energy 9.85%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$108K 0.1%
+1,000
127
$108K 0.1%
+1,500
128
$100K 0.09%
+2,699
129
$54K 0.05%
+10,000
130
-3,427
131
-10,771