WA

WBH Advisory Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426K
AUM Growth
-$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.15M
3
+$3.93M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.48M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.56M

Top Sells

1
+$5.22M
2
+$4.73M
3
+$3.87M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.33M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$2.03M

Sector Composition

1 Consumer Staples 5.31%
2 Technology 5.07%
3 Healthcare 3.83%
4 Industrials 3.73%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
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