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
51
$1.86K 0.45%
13,959
-372
52
$1.83K 0.44%
32,529
+19
53
$1.8K 0.44%
58,012
+2,417
54
$1.74K 0.42%
23,458
-1,334
55
$1.72K 0.42%
23,651
-396
56
$1.71K 0.41%
14,771
-133
57
$1.68K 0.41%
31,745
+411
58
$1.66K 0.4%
12,604
-459
59
$1.65K 0.4%
15,202
-708
60
$1.62K 0.39%
32,789
-1,315
61
$1.51K 0.37%
72,897
-1,020
62
$1.49K 0.36%
8,663
-96
63
$1.49K 0.36%
15,215
+806
64
$1.46K 0.35%
30,811
-316
65
$1.43K 0.35%
22,185
-624
66
$1.4K 0.34%
9,372
-140
67
$1.38K 0.33%
11,437
+2,796
68
$1.37K 0.33%
18,280
+460
69
$1.35K 0.33%
57,314
+9,869
70
$1.34K 0.33%
8,493
-199
71
$1.33K 0.32%
24,155
+5,358
72
$1.32K 0.32%
29,286
-471
73
$1.31K 0.32%
35,253
+3,365
74
$1.29K 0.31%
21,715
-1,023
75
$1.29K 0.31%
12,666
+7
1 2
3
4 5