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
251
$330K 0.04%
2,486
252
$329K 0.04%
8,147
-47
253
$327K 0.04%
1,497
-63
254
$323K 0.04%
2,760
-61
255
$322K 0.04%
+6,785
256
$319K 0.04%
+3,499
257
$301K 0.03%
+5,938
258
$300K 0.03%
+10,509
259
$298K 0.03%
8,063
-46
260
$294K 0.03%
5,699
-7,797
261
$292K 0.03%
+3,717
262
$292K 0.03%
502
-99
263
$291K 0.03%
5,435
-293
264
$289K 0.03%
1,000
265
$284K 0.03%
+5,938
266
$283K 0.03%
1,171
267
$281K 0.03%
+7,052
268
$280K 0.03%
2,348
-113
269
$279K 0.03%
6,829
-220
270
$276K 0.03%
6,512
-680
271
$276K 0.03%
8,526
-150
272
$275K 0.03%
3,480
+1
273
$273K 0.03%
1,738
-641
274
$270K 0.03%
3,486
-3,833
275
$270K 0.03%
2,728
-3,473
9 10
11
12 13