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
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339
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-8,837
340
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-653
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