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
$426K
AUM Growth
-$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$10.3K
2
+$5.19K
3
+$3.27K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.9K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.98K

Top Sells

1
+$2.03M
2
+$1.02M
3
+$434K
4
WFC icon
Wells Fargo
WFC
+$408K
5
MELI icon
Mercado Libre
MELI
+$360K

Sector Composition

1 Consumer Staples 5.31%
2 Technology 5.07%
3 Healthcare 3.83%
4 Industrials 3.73%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66K 0.86%
22,117
-490
27
$3.57K 0.84%
65,553
+229
28
$3.33K 0.78%
17,489
+1,131
29
$3.32K 0.78%
18,158
+1,200
30
$3.27K 0.77%
79,784
-106,133
31
$3.12K 0.73%
241,414
-46,892
32
$3.07K 0.72%
35,938
+15,530
33
$3.04K 0.71%
61,006
+9,440
34
$3.03K 0.71%
145,745
-50,506
35
$2.91K 0.68%
35,149
-443
36
$2.87K 0.67%
53,020
-1,600
37
$2.49K 0.58%
61,541
+3,744
38
$2.43K 0.57%
19,947
-128
39
$2.41K 0.57%
51,290
+34,479
40
$2.38K 0.56%
8,343
-33
41
$2.37K 0.56%
81,594
-1,446
42
$2.29K 0.54%
58,194
-1,099
43
$2K 0.47%
14,399
+48
44
$1.98K 0.46%
+78,273
45
$1.98K 0.46%
35,770
+1,219
46
$1.98K 0.46%
15,448
+359
47
$1.91K 0.45%
+87,364
48
$1.89K 0.44%
60,953
-4,036
49
$1.82K 0.43%
23,883
+1,259
50
$1.79K 0.42%
24,393
-64
1
2
3 4 5