WA

WBH Advisory Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

1 +$434K
2 +$352K
3 +$334K
4
TRV icon
Travelers Companies
TRV
+$299K
5
SJM icon
J.M. Smucker
SJM
+$254K

Sector Composition

1 Consumer Staples 8.41%
2 Industrials 7.79%
3 Healthcare 5.48%
4 Financials 5.45%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$49K 0.01%
1,528
-15
227
-21,000
228
-14,961
229
-8,054