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
$899M
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.28M
3
+$2.22M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M

Top Sells

1
+$3.41M
2
+$2.97M
3
+$2.11M
4
BND icon
Vanguard Total Bond Market
BND
+$1.99M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.85M

Sector Composition

1 Technology 4.57%
2 Consumer Staples 2.89%
3 Industrials 2.55%
4 Financials 2.53%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$439K 0.05%
8,860
227
$432K 0.05%
3,030
+29
228
$428K 0.05%
844
+1
229
$414K 0.05%
8,360
-340
230
$414K 0.05%
3,564
-169
231
$408K 0.05%
3,064
+63
232
$405K 0.05%
2,000
233
$396K 0.04%
13,312
-193
234
$389K 0.04%
3,319
-14,605
235
$381K 0.04%
2,550
-250
236
$369K 0.04%
8,570
+40
237
$367K 0.04%
5,666
-670
238
$365K 0.04%
3,683
-136
239
$358K 0.04%
1,560
+337
240
$355K 0.04%
3,151
+21
241
$352K 0.04%
6,856
-649
242
$351K 0.04%
3,446
-486
243
$351K 0.04%
6,650
+744
244
$350K 0.04%
1,435
245
$349K 0.04%
3,884
-99
246
$344K 0.04%
4,904
+902
247
$338K 0.04%
1,000
248
$337K 0.04%
9,390
-1
249
$335K 0.04%
1,390
250
$334K 0.04%
5,329
-31
8 9
10
11 12