WA

WBH Advisory Portfolio holdings

AUM $1.31B
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.05M
3
+$3.11M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.56M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.54M

Top Sells

1
+$2.22M
2
+$2.22M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.85M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.83M

Sector Composition

1 Technology 5.12%
2 Financials 2.92%
3 Consumer Staples 2.42%
4 Industrials 2.17%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.04%
2,707
-838
227
$438K 0.04%
5,859
-139
228
$438K 0.04%
1,610
229
$432K 0.04%
20,070
-1,034
230
$432K 0.04%
9,250
+72
231
$428K 0.04%
1,000
232
$426K 0.04%
8,522
+15
233
$426K 0.04%
15,060
+2,272
234
$422K 0.04%
1,352
-2
235
$413K 0.04%
1,803
+275
236
$409K 0.04%
2,782
-249
237
$407K 0.04%
1,584
+3
238
$393K 0.04%
2,304
+58
239
$391K 0.04%
+1,147
240
$388K 0.04%
1,075
+125
241
$382K 0.04%
3,151
+6
242
$381K 0.04%
3,828
-1,879
243
$380K 0.04%
3,650
-475
244
$374K 0.03%
4,548
245
$372K 0.03%
1,500
246
$366K 0.03%
5,265
247
$360K 0.03%
15,376
+5,231
248
$359K 0.03%
3,189
-146
249
$357K 0.03%
5,273
-1,488
250
$349K 0.03%
3,803
-5
8 9
10
11 12