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
$618M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.29M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M

Top Sells

1
+$1.02M
2
+$631K
3
+$557K
4
VT icon
Vanguard Total World Stock ETF
VT
+$512K
5
VFH icon
Vanguard Financials ETF
VFH
+$286K

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 4.45%
3 Consumer Staples 4.36%
4 Industrials 4.29%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.46%
89,867
+4,399
52
$2.8M 0.45%
30,440
+8,267
53
$2.73M 0.44%
69,230
-187
54
$2.7M 0.44%
69,834
+25,730
55
$2.65M 0.43%
10,236
-761
56
$2.61M 0.42%
50,413
-791
57
$2.59M 0.42%
13,876
-387
58
$2.55M 0.41%
7,245
-241
59
$2.49M 0.4%
17,691
-503
60
$2.46M 0.4%
15,245
-101
61
$2.44M 0.39%
12,813
-121
62
$2.3M 0.37%
92,136
+3,404
63
$2.29M 0.37%
+70,509
64
$2.28M 0.37%
35,550
-1,006
65
$2.27M 0.37%
93,531
+1,260
66
$2.07M 0.34%
13,826
+40
67
$2.07M 0.34%
35,592
-596
68
$2.06M 0.33%
14,818
-588
69
$2.03M 0.33%
6,637
-131
70
$2.02M 0.33%
10,661
-422
71
$1.99M 0.32%
22,346
-320
72
$1.99M 0.32%
7,404
-185
73
$1.98M 0.32%
18,129
-258
74
$1.92M 0.31%
6,511
+100
75
$1.92M 0.31%
17,723
+382
1 2
3
4 5