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
$113M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$679K
2 +$632K
3 +$490K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$461K
5
HON icon
Honeywell
HON
+$424K

Top Sells

1 +$567K
2 +$468K
3 +$359K
4
MSFT icon
Microsoft
MSFT
+$359K
5
DD
Du Pont De Nemours E I
DD
+$353K

Sector Composition

1 Healthcare 16.53%
2 Financials 15.88%
3 Technology 11.81%
4 Energy 9.7%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,700
127
-2,300
128
-1,450
129
-1,500