WA
WBH Advisory Portfolio holdings
AUM
$1.35B
1-Year Est. Return
15.59%
This Fund
S&P 500
1 Year Est. Return
+15.59%
AUM
$1.35B
AUM Growth
+$40.8M
(+3.1%)
Holding
352
Top Buys
| 1 | +$4.58M | |
| 2 | +$4.37M | |
| 3 | +$2.63M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.54M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.47M |
Top Sells
| 1 | +$3.04M | |
| 2 | +$2.63M | |
| 3 | +$1.13M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$909K |
| 5 |
Vanguard Value ETF
VTV
|
+$755K |
Sector Composition
| 1 | Technology | 4.26% |
| 2 | Financials | 2.38% |
| 3 | Industrials | 1.96% |
| 4 | Consumer Staples | 1.65% |
| 5 | Consumer Discretionary | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hewlett Packard
HPE
$29B
| – | – |
-8,250
|
|
||
352
Netflix
NFLX
$415B
| – | – |
-1,940
|
|