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
301
$232K 0.02%
731
+117
302
$230K 0.02%
+14,937
303
$230K 0.02%
+2,599
304
$228K 0.02%
1,970
-1
305
$226K 0.02%
2,056
-151
306
$226K 0.02%
828
307
$224K 0.02%
2,225
-651
308
$223K 0.02%
11,987
309
$221K 0.02%
1,177
-3
310
$216K 0.02%
796
-17
311
$215K 0.02%
+2,395
312
$210K 0.02%
4,343
313
$210K 0.02%
1,000
314
$208K 0.02%
+3,241
315
$208K 0.02%
1,900
-300
316
$207K 0.02%
2,000
317
$204K 0.02%
1,500
318
$203K 0.02%
2,656
-29
319
$203K 0.02%
8,947
-2,604
320
$203K 0.02%
2,239
-19
321
$201K 0.02%
525
+74
322
$201K 0.02%
+2,800
323
$200K 0.02%
3,248
-650
324
$192K 0.02%
28,559
325
$34.7K ﹤0.01%
10,369
10 11 12
13
14