Westbourne Investment Advisors, Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Westbourne Investment Advisors, Inc., 25% allocated to Financial Services.
- Top Sector
- Financial Services (25%)
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
46 industries across all sectors
Filter by Sector
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Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- 66.67%
- Persistent Holdings Weight
- 90.82%
- Persistent Positions
- 76
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.40%
- Avg. Position Weight
- 0.88%
- Largest Position
Microsoft CorpMSFT - 7.04%
Historical (Since Q2 2015)
- Avg. New Position
- 0.65%
- Largest Position
Apple Inc.AAPL - 19.48% (Q3 2020)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 6.2%
- Value Traded
- $22.30M
- Positions Added
- 11
- Positions Exited
- 5
Historical (Since Q2 2015)
- Avg. Turnover Ratio
- 7.4%
- Avg. Positions Added
- 7
- Avg. Positions Exited
- 8
- Highest Turnover
- 50.0%Q2 2015
- Lowest Turnover
- 0.8%Q3 2024