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
276
$268K 0.03%
1,851
-22
277
$257K 0.03%
1,849
278
$257K 0.03%
2,716
279
$254K 0.03%
4,000
280
$248K 0.03%
1,904
-160
281
$244K 0.03%
2,120
+1
282
$243K 0.03%
640
283
$241K 0.03%
3,131
+2
284
$236K 0.03%
1,189
-16
285
$233K 0.03%
3,580
-50
286
$230K 0.03%
1,200
-324
287
$229K 0.03%
6,079
-507
288
$228K 0.03%
2,321
-178
289
$225K 0.03%
+377
290
$224K 0.03%
+3,350
291
$222K 0.02%
+5,751
292
$220K 0.02%
570
-81
293
$218K 0.02%
+1,100
294
$218K 0.02%
4,606
-5,090
295
$212K 0.02%
+5,454
296
$209K 0.02%
+1,522
297
$206K 0.02%
391
-38
298
$206K 0.02%
+3,556
299
$206K 0.02%
2,060
+17
300
$203K 0.02%
+3,530
9 10 11
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