WA

WBH Advisory Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$749M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$22M
3
+$3.3M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.77M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$2.23M

Top Sells

1
+$7.26M
2
+$3.68M
3
+$3.32M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.16M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.07M

Sector Composition

1 Technology 4.39%
2 Consumer Staples 3.74%
3 Healthcare 3.13%
4 Consumer Discretionary 2.81%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
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