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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
76
$510K 0.24%
3,716
77
$502K 0.24%
5,885
+415
78
$495K 0.24%
+8,145
79
$480K 0.23%
+7,289
80
$469K 0.22%
8,675
-545
81
$469K 0.22%
8,800
+350
82
$466K 0.22%
19,394
+760
83
$439K 0.21%
13,500
84
$434K 0.21%
8,650
-550
85
$431K 0.21%
1,690
+100
86
$413K 0.2%
+4,085
87
$400K 0.19%
+17,315
88
$380K 0.18%
3,325
-664
89
$372K 0.18%
1,998
90
$368K 0.18%
6,200
-3,800
91
$366K 0.18%
2,200
+100
92
$352K 0.17%
5,776
93
$340K 0.16%
5,860
+880
94
$338K 0.16%
+1,321
95
$333K 0.16%
+3,912
96
$326K 0.16%
500
97
$322K 0.15%
+3,743
98
$312K 0.15%
6,700
-2,100
99
$312K 0.15%
4,900
-1,580
100
$299K 0.14%
825
-230
2 3
4
5 6