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
51
$1.77K 0.41%
15,474
-176
52
$1.76K 0.41%
32,808
+41
53
$1.65K 0.39%
+23,314
54
$1.62K 0.38%
12,964
+259
55
$1.59K 0.37%
11,762
-447
56
$1.52K 0.36%
49,046
-4,382
57
$1.49K 0.35%
15,240
+80
58
$1.48K 0.35%
71,696
-19,005
59
$1.47K 0.34%
9,100
-272
60
$1.45K 0.34%
32,757
-41
61
$1.41K 0.33%
6,485
-125
62
$1.33K 0.31%
13,373
-2,020
63
$1.33K 0.31%
35,049
+444
64
$1.31K 0.31%
11,916
+1,182
65
$1.31K 0.31%
19,187
-2,076
66
$1.27K 0.3%
19,369
-424
67
$1.24K 0.29%
15,773
+5
68
$1.23K 0.29%
4,062
+241
69
$1.23K 0.29%
13,628
-868
70
$1.22K 0.29%
55,608
+1,770
71
$1.21K 0.28%
81,000
-1,062
72
$1.18K 0.28%
8,088
-122
73
$1.17K 0.27%
20,990
+692
74
$1.14K 0.27%
59,424
-1,017
75
$1.13K 0.27%
20,227
-52,017
1 2
3
4 5