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
51
$1.43K 0.4%
19,184
-883
52
$1.4K 0.39%
34,987
+1,894
53
$1.35K 0.38%
24,542
-458
54
$1.34K 0.38%
16,713
-826
55
$1.24K 0.35%
23,504
-1,600
56
$1.24K 0.35%
27,453
-1,127
57
$1.21K 0.34%
14,689
-221
58
$1.16K 0.32%
14,392
-585
59
$1.15K 0.32%
19,561
+81
60
$1.14K 0.32%
29,614
+1,558
61
$1.13K 0.32%
17,346
+1,614
62
$1.13K 0.32%
20,320
+750
63
$1.09K 0.31%
98,628
-3,228
64
$1.06K 0.3%
9,751
+2,342
65
$1.06K 0.3%
13,841
-25
66
$1.04K 0.29%
42,085
+69
67
$1.02K 0.29%
9,420
+5
68
$1.01K 0.28%
15,613
-220
69
$995 0.28%
15,230
-2,565
70
$982 0.28%
12,504
-770
71
$902 0.25%
18,497
+814
72
$899 0.25%
27,313
-266
73
$893 0.25%
14,501
+3,672
74
$893 0.25%
18,375
+10
75
$877 0.25%
11,230
+136
1 2
3
4 5