Westbourne Investment Advisors Inc

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Assets, Funds, Holdings

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Westbourne Investment Advisors Inc
CRD #144571
SEC #801-68167
CIK #
AUM $172.3 MM (92% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone301-656-9035
Address410 Severn Avenue
Annapolis, MD 21403
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 8.6
BAC 279,520.0 6.7
DWDP 125,320.0 5.6
MSFT 865,660.0 5.5
GOOGL 819,810.0 5.3
CVS 69,720.0 3.4
COP 74,720.0 3.3
BMY 83,100.0 3.0
HD 206,070.0 3.0
EVV 1,460.0 2.8
View All
Holdings by Sector ($BB)
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