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
$286K
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.59K
2
+$1.06K
3
+$1.05K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$960
5
MAS icon
Masco
MAS
+$672

Top Sells

1
+$1.9M
2
+$879K
3
+$274K
4
BPL
Buckeye Partners, L.P.
BPL
+$272K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$257K

Sector Composition

1 Communication Services 17%
2 Consumer Staples 8.54%
3 Industrials 7.05%
4 Consumer Discretionary 5.8%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18K 0.76%
37,505
-708
27
$2.16K 0.76%
103,389
+3,009
28
$2.12K 0.74%
21,636
-480
29
$2.11K 0.74%
26,975
+1,787
30
$2K 0.7%
36,124
-777
31
$1.98K 0.69%
17,533
-585
32
$1.97K 0.69%
29,577
-1,165
33
$1.91K 0.67%
26,564
-3,006
34
$1.87K 0.65%
54,279
-164
35
$1.85K 0.65%
30,909
-594
36
$1.82K 0.64%
11,280
-500
37
$1.77K 0.62%
35,067
+5,645
38
$1.74K 0.61%
65,964
+92
39
$1.72K 0.6%
32,786
-757
40
$1.56K 0.55%
18,830
-14,813
41
$1.5K 0.52%
34,917
+740
42
$1.49K 0.52%
16,607
-531
43
$1.46K 0.51%
47,818
-150
44
$1.42K 0.5%
16,134
-757
45
$1.35K 0.47%
24,506
+19,242
46
$1.32K 0.46%
33,125
-2,025
47
$1.31K 0.46%
17,239
-187
48
$1.3K 0.46%
16,808
-200
49
$1.24K 0.43%
33,947
-1,299
50
$1.24K 0.43%
24,560
-73
1
2
3 4 5