WIA

Westbourne Investment Advisors Portfolio holdings

AUM $359M
1-Year Est. Return 26.19%
This Quarter Est. Return
1 Year Est. Return
+26.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$647K
3
+$607K
4
MEOH icon
Methanex
MEOH
+$592K
5
GBX icon
The Greenbrier Companies
GBX
+$580K

Top Sells

1
+$445K
2
+$383K
3
+$301K
4
IBM icon
IBM
IBM
+$291K
5
PG icon
Procter & Gamble
PG
+$250K

Sector Composition

1 Financials 17.01%
2 Communication Services 15.42%
3 Healthcare 13.93%
4 Technology 13.87%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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160
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165
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166
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-4,875
3 4 5 6
7