WA
WBH Advisory Portfolio holdings
AUM
$1.17B
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$1.07B
AUM Growth
-$5.71M
(-0.53%)
Holding
340
Top Buys
| 1 | +$5.31M | |
| 2 | +$4.05M | |
| 3 | +$3.11M | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$2.56M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
+$2.54M |
Top Sells
| 1 | +$2.22M | |
| 2 | +$2.22M | |
| 3 | +$1.85M | |
| 4 |
iShares Gold Trust
IAU
|
+$1.85M |
| 5 |
Energy Select Sector SPDR Fund
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 | |
|---|---|---|---|---|---|---|
326
Agilent Technologies
A
$42B
| – | – |
-1,531
|
|
||
327
Clorox
CLX
$14.1B
| – | – |
-1,522
|
|
||
328
iShares ESG Advanced MSCI EAFE ETF
DMXF
$722M
| – | – |
-3,962
|
|
||
329
DTE Energy
DTE
$29.4B
| – | – |
-2,142
|
|
||
330
Ford
F
$55.1B
| – | – |
-11,192
|
|
||
331
Shift4
FOUR
$5.23B
| – | – |
-2,035
|
|
||
332
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| – | – |
-2,604
|
|
||
333
Invesco AI and Next Gen Software ETF
IGPT
$619M
| – | – |
-5,526
|
|
||
334
International Paper
IP
$25.8B
| – | – |
-4,885
|
|
||
335
Palo Alto Networks
PANW
$147B
| – | – |
-1,152
|
|
||
336
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.29B
| – | – |
-7,497
|
|
||
337
Constellation Brands
STZ
$24.4B
| – | – |
-1,875
|
|
||
338
TJX Companies
TJX
$158B
| – | – |
-1,899
|
|
||
339
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
| – | – |
-8,837
|
|
||
340
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
| – | – |
-653
|
|