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WI

Westbourne Investments Portfolio holdings

AUM $210M
1-Year Est. Return 40.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.53M
3
+$1.87M
4
PSIX
Power Solutions International
PSIX
+$1.65M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Top Sells

1
+$2.02M
2
+$1.79M
3
+$1.68M
4
SNPS icon
Synopsys
SNPS
+$1.5M
5
NVDA icon
NVIDIA
NVDA
+$1.38M

Sector Composition

1 Technology 20.73%
2 Industrials 12.74%
3 Communication Services 10.26%
4 Financials 9.34%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.62%
4,100
+200
52
$1.19M 0.57%
3,557
+145
53
$1.17M 0.56%
4,595
-4,247
54
$1.12M 0.54%
5,155
-105
55
$1.08M 0.52%
7,700
+280
56
$1.07M 0.51%
2,506
-800
57
$1.06M 0.51%
+49,354
58
$941K 0.45%
11,795
-1,580
59
$930K 0.44%
28,575
-9,505
60
$886K 0.42%
30,548
-270
61
$825K 0.39%
3,800
+607
62
$813K 0.39%
1,030
-10
63
$807K 0.39%
30,351
-8,535
64
$776K 0.37%
+1,700
65
$770K 0.37%
7,785
+846
66
$762K 0.36%
11,060
+7,000
67
$739K 0.35%
10,462
-374
68
$731K 0.35%
14,305
-945
69
$712K 0.34%
23,898
-750
70
$708K 0.34%
53,940
+3,200
71
$596K 0.28%
+18,565
72
$574K 0.27%
900
-300
73
$560K 0.27%
4,880
-35
74
$537K 0.26%
1,800
-25
75
$515K 0.25%
7,084
+600
1 2
3
4 5