Despite being below my cost basis those companies are already some of my larger holdings so I didn't want to overweight those positions at this point. (moredividends.com)
In addition to Industrials, we also are recommending overweight positions in the Financial, Health Care, and Consumer Discretionary sectors. (wellsfargoadvisors.com)
Finally, you can rebalance with cash flows, buying underweight asset classes with new contributions or cash from distributions (or, if you're drawing down your portfolio, selling overweight positions when you make withdrawals). (moneysense.ca)