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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
101
$297K 0.14%
954
-281
102
$292K 0.14%
+2,900
103
$287K 0.14%
+9,900
104
$286K 0.14%
+4,978
105
$282K 0.13%
+3,875
106
$278K 0.13%
7,515
107
$274K 0.13%
+6,862
108
$261K 0.12%
+14,146
109
$261K 0.12%
+8,200
110
$261K 0.12%
19,972
+519
111
$258K 0.12%
1,250
+100
112
$253K 0.12%
+5,900
113
$252K 0.12%
1,900
-4,300
114
$247K 0.12%
+3,470
115
$242K 0.12%
5,185
116
$237K 0.11%
+9,200
117
$228K 0.11%
4,075
118
$228K 0.11%
+3,155
119
$217K 0.1%
+8,800
120
$217K 0.1%
+3,026
121
$216K 0.1%
1,165
-15
122
$207K 0.1%
22,708
+3,533
123
$202K 0.1%
2,939
-645
124
$202K 0.1%
+3,200
125
$183K 0.09%
11,265
-17,100
3 4
5
6 7