WA
WBH Advisory Portfolio holdings
AUM
$1.17B
1-Year Return
13.23%
This Quarter Return
-18.57%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$426K
AUM Growth
-$489M
(-100%)
Cap. Flow
-$12.3M
Cap. Flow
% of AUM
-2,891.75%
Top 10 Holdings %
Top 10 Hldgs %
42.46%
Holding
254
New
10
Increased
56
Reduced
134
Closed
39
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$10.3K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.19K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.28K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.9K |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.98K |
Top Sells
| 1 |
McCormick & Company Non-Voting
MKC
|
$2.03M |
| 2 |
Crown Castle
CCI
|
$1.02M |
| 3 |
DAL
DELTA AIR LINES INC DEL
DAL
|
$434K |
| 4 |
Wells Fargo
WFC
|
$408K |
| 5 |
Mercado Libre
MELI
|
$360K |
Sector Composition
| 1 | Consumer Staples | 5.31% |
| 2 | Technology | 5.07% |
| 3 | Healthcare | 3.83% |
| 4 | Industrials | 3.73% |
| 5 | Consumer Discretionary | 3.56% |
