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
276
$298K 0.03%
1,183
+11
277
$295K 0.03%
+3,237
278
$290K 0.03%
+5,936
279
$283K 0.03%
1,403
-1
280
$281K 0.03%
+3,571
281
$275K 0.03%
+14,451
282
$274K 0.03%
5,260
283
$273K 0.03%
4,473
+3
284
$272K 0.03%
3,636
+2
285
$262K 0.02%
6,374
-21
286
$262K 0.02%
480
+9
287
$261K 0.02%
5,108
-3,217
288
$259K 0.02%
1,020
+13
289
$258K 0.02%
1,778
-2
290
$257K 0.02%
1,055
291
$255K 0.02%
5,772
292
$253K 0.02%
10,174
+1,413
293
$251K 0.02%
3,101
294
$250K 0.02%
5,454
295
$244K 0.02%
21,406
+2,692
296
$242K 0.02%
+2,498
297
$240K 0.02%
+5,301
298
$239K 0.02%
5,212
+4
299
$238K 0.02%
+3,871
300
$237K 0.02%
1,400
10 11
12
13 14