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
$815M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$6.61M
2 +$6.17M
3 +$4.89M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$4.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.75M

Top Sells

1 +$4.88M
2 +$3.14M
3 +$2.44M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.66M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Sector Composition

1 Technology 4.6%
2 Consumer Staples 3.95%
3 Consumer Discretionary 2.99%
4 Industrials 2.92%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-4,377
327
-6,921