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
$356K
AUM Growth
-$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.12K
2
+$2K
3
+$1.63K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.63K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.62K

Top Sells

1
+$743K
2
+$365K
3
+$274K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$231K
5
PX
Praxair Inc
PX
+$229K

Sector Composition

1 Communication Services 28.82%
2 Consumer Staples 7.5%
3 Industrials 7.01%
4 Energy 5.9%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22K 0.62%
31,991
+222
27
$2.2K 0.62%
22,739
-3,413
28
$2.17K 0.61%
51,483
-2,788
29
$2.12K 0.6%
+51,202
30
$2.02K 0.57%
65,028
+2,432
31
$2K 0.56%
+27,610
32
$1.99K 0.56%
39,696
-5,815
33
$1.98K 0.56%
18,499
+1,289
34
$1.98K 0.55%
9,577
-8
35
$1.95K 0.55%
18,054
-333
36
$1.91K 0.54%
16,105
-320
37
$1.89K 0.53%
39,892
+2,474
38
$1.87K 0.52%
32,992
-2,566
39
$1.85K 0.52%
55,954
-1,526
40
$1.8K 0.51%
57,740
-4,100
41
$1.74K 0.49%
11,464
-400
42
$1.63K 0.46%
+33,432
43
$1.63K 0.46%
37,694
-99
44
$1.62K 0.46%
+21,532
45
$1.59K 0.45%
22,486
+704
46
$1.55K 0.44%
21,076
-97
47
$1.53K 0.43%
37,745
+548
48
$1.5K 0.42%
31,724
-908
49
$1.46K 0.41%
23,415
-1,262
50
$1.45K 0.41%
52,776
+2,886
1
2
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