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
$412K
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.51K
2
+$2.8K
3
+$2.59K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.13K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.06K

Top Sells

1
+$1.08M
2
+$568K
3
+$422K
4
AET
Aetna Inc
AET
+$386K
5
AXON icon
Axon Enterprise
AXON
+$288K

Sector Composition

1 Consumer Discretionary 14.26%
2 Industrials 5.59%
3 Consumer Staples 5.51%
4 Financials 5.45%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52K 0.85%
56,794
-1,181
27
$3.46K 0.84%
16,924
+200
28
$3.41K 0.83%
86,404
-972
29
$3.22K 0.78%
20,869
+127
30
$3.14K 0.76%
61,779
-10,854
31
$3.08K 0.75%
41,502
-646
32
$2.92K 0.71%
18,300
-441
33
$2.89K 0.7%
61,590
-777
34
$2.85K 0.69%
50,192
+407
35
$2.83K 0.69%
65,361
-1,043
36
$2.72K 0.66%
192,090
+18,406
37
$2.51K 0.61%
36,794
-874
38
$2.45K 0.59%
20,766
-78
39
$2.43K 0.59%
63,835
+29,599
40
$2.4K 0.58%
57,849
-155
41
$2.24K 0.54%
14,518
+12
42
$2.23K 0.54%
24,227
-188
43
$2.03K 0.49%
6,295
-19
44
$2K 0.48%
42,316
-21,259
45
$1.99K 0.48%
25,866
+9,018
46
$1.97K 0.48%
17,332
-1,257
47
$1.97K 0.48%
28,276
-1,580
48
$1.95K 0.47%
16,286
+1
49
$1.92K 0.47%
9,418
-99
50
$1.88K 0.46%
6,220
+280
1
2
3 4 5