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WI
Westbourne Investments Portfolio holdings
AUM
$210M
1-Year Est. Return
40.95%
This Fund
S&P 500
1 Year Est. Return
+40.95%
AUM
$210M
AUM Growth
-$4.61M
(-2.1%)
Holding
162
Top Buys
| 1 | +$3.61M | |
| 2 | +$2.85M | |
| 3 | +$2.76M | |
| 4 |
Atlantic Union Bankshares
AUB
|
+$1.93M |
| 5 |
Verizon
VZ
|
+$1.63M |
Top Sells
| 1 | +$4.67M | |
| 2 | +$4.13M | |
| 3 | +$3.75M | |
| 4 |
Chevron
CVX
|
+$2.49M |
| 5 |
FedEx
FDX
|
+$1.47M |
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Communication Services | 10% |
| 3 | Industrials | 9.77% |
| 4 | Financials | 8.97% |
| 5 | Healthcare | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
FedEx
FDX
$79.2B
| – | – |
-5,085
|
|
||
|
B
152
Barrick Mining
B
$65.6B
| – | – |
-11,250
|
|
||
153
Investcorp Credit Management BDC
ICMB
$17.2M
| – | – |
-19,000
|
|
||
154
JPMorgan Chase
JPM
$838B
| – | – |
-970
|
|
||
155
Kimberly-Clark
KMB
$33.4B
| – | – |
-4,300
|
|
||
156
Mastercard
MA
$438B
| – | – |
-405
|
|
||
157
3M
MMM
$81.6B
| – | – |
-2,200
|
|
||
158
Maximus
MMS
$3.22B
| – | – |
-4,500
|
|
||
159
Monster Beverage
MNST
$88.2B
| – | – |
-5,100
|
|
||
160
Shopify
SHOP
$143B
| – | – |
-8,240
|
|
||
161
UnitedHealth
UNH
$375B
| – | – |
-11,355
|
|
||
|
CRWV
162
CoreWeave Inc
CRWV
$53.7B
| – | – |
-13,800
|
|