WI
Westbourne Investments Portfolio holdings
AUM
$188M
This Quarter Return
+6.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.91%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$9.71M |
| 2 |
Microsoft
MSFT
|
$9.32M |
| 3 |
Amazon
AMZN
|
$7.94M |
| 4 |
Apple
AAPL
|
$7.69M |
| 5 |
Meta Platforms (Facebook)
META
|
$7.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Communication Services | 10.91% |
| 3 | Financials | 9.46% |
| 4 | Industrials | 8.12% |
| 5 | Consumer Staples | 6.32% |
