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
$420M
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.4M
3
+$1.36M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$649K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$585K

Top Sells

1
+$1.42M
2
+$635K
3
+$353K
4
PSX icon
Phillips 66
PSX
+$285K
5
CB icon
Chubb
CB
+$280K

Sector Composition

1 Industrials 6.19%
2 Consumer Staples 5.99%
3 Technology 5.19%
4 Financials 5.07%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.47%
12,635
+31
52
$1.95M 0.46%
23,290
-168
53
$1.9M 0.45%
32,179
-350
54
$1.89M 0.45%
14,570
-201
55
$1.88M 0.45%
32,405
+660
56
$1.86M 0.44%
15,110
-92
57
$1.8M 0.43%
31,357
-1,432
58
$1.8M 0.43%
72,171
-726
59
$1.74M 0.41%
28,651
+4,496
60
$1.74M 0.41%
9,305
-67
61
$1.7M 0.4%
65,359
+8,045
62
$1.66M 0.39%
8,418
-75
63
$1.63M 0.39%
18,280
64
$1.61M 0.38%
21,686
-499
65
$1.6M 0.38%
11,437
66
$1.59M 0.38%
15,676
+461
67
$1.54M 0.37%
28,765
-521
68
$1.51M 0.36%
13,797
-94
69
$1.5M 0.36%
12,642
-24
70
$1.45M 0.35%
31,041
+230
71
$1.44M 0.34%
38,115
+11,540
72
$1.44M 0.34%
35,217
-36
73
$1.44M 0.34%
20,941
-774
74
$1.4M 0.33%
17,303
-152
75
$1.4M 0.33%
+62,970
1 2
3
4 5