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
$368M
AUM Growth
-$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Sells

1 +$1.18M
2 +$360K
3 +$311K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$278K
5
VLO icon
Valero Energy
VLO
+$273K

Sector Composition

1 Industrials 7.35%
2 Consumer Staples 6.7%
3 Financials 5.81%
4 Consumer Discretionary 5.09%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,605
227
-3,729
228
-1,350
229
-2,150