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
$489M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.08M
3
+$899K
4
TFC icon
Truist Financial
TFC
+$474K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$458K

Top Sells

1
+$622K
2
+$569K
3
+$485K
4
STI
SunTrust Banks, Inc.
STI
+$439K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$430K

Sector Composition

1 Consumer Staples 5.32%
2 Technology 5.19%
3 Industrials 5.02%
4 Real Estate 4.8%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.43%
24,457
-343
52
$2.11M 0.43%
15,393
-661
53
$2.08M 0.42%
15,089
-153
54
$2.03M 0.42%
23,960
-446
55
$2.02M 0.41%
14,496
-1,919
56
$2.01M 0.41%
32,767
-135
57
$1.99M 0.41%
53,428
-309
58
$1.89M 0.39%
14,351
-72
59
$1.82M 0.37%
5,578
-347
60
$1.81M 0.37%
32,798
-378
61
$1.76M 0.36%
9,372
62
$1.76M 0.36%
39,884
-87
63
$1.74M 0.36%
19,793
-164
64
$1.72M 0.35%
14,244
-361
65
$1.71M 0.35%
20,408
+10,718
66
$1.68M 0.34%
47,708
+1,603
67
$1.65M 0.34%
10,734
-393
68
$1.64M 0.34%
23,554
-1,768
69
$1.63M 0.33%
86,316
+2,564
70
$1.6M 0.33%
13,407
-310
71
$1.59M 0.33%
8,210
-48
72
$1.59M 0.32%
53,838
+2,285
73
$1.58M 0.32%
82,062
+4,941
74
$1.53M 0.31%
8,567
+21
75
$1.52M 0.31%
6,610
-322
1 2
3
4 5