WA
WBH Advisory Portfolio holdings
AUM
$1.17B
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$1.17B
AUM Growth
+$101M
(+9.5%)
Holding
354
Top Buys
| 1 | +$13.4M | |
| 2 | +$6.08M | |
| 3 | +$5.85M | |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$4.32M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$4.09M |
Top Sells
| 1 | +$8.48M | |
| 2 | +$2.69M | |
| 3 | +$2.52M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$2.44M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.4M |
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Financials | 2.61% |
| 3 | Consumer Staples | 2.09% |
| 4 | Industrials | 2.08% |
| 5 | Consumer Discretionary | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
| – | – |
-12,701
|
|
||
352
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-3,237
|
|
||
353
UnitedHealth
UNH
$328B
| – | – |
-606
|
|
||
354
SPDR S&P Biotech ETF
XBI
$6.28B
| – | – |
-3,101
|
|