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
$386M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$753K
3
+$591K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$353K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$351K

Top Sells

1
+$2.08M
2
+$321K
3
+$278K
4
KMB icon
Kimberly-Clark
KMB
+$243K
5
TWX
Time Warner Inc
TWX
+$232K

Sector Composition

1 Industrials 6.81%
2 Consumer Staples 5.97%
3 Financials 5.37%
4 Consumer Discretionary 5.1%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.32%
12,651
-220
77
$1.21M 0.31%
14,174
+322
78
$1.21M 0.31%
12,930
-46
79
$1.19M 0.31%
8,781
80
$1.19M 0.31%
6,055
-160
81
$1.18M 0.3%
8,673
+305
82
$1.15M 0.3%
40,684
-297
83
$1.13M 0.29%
30,200
-175
84
$1.12M 0.29%
7,904
-178
85
$1.09M 0.28%
9,829
-299
86
$1.08M 0.28%
19,380
+1,220
87
$1.07M 0.28%
13,194
+9,823
88
$1.05M 0.27%
19,071
+66
89
$1.04M 0.27%
6,628
+418
90
$1.03M 0.27%
12,652
-599
91
$1.02M 0.27%
35,877
-144
92
$1.01M 0.26%
9,375
+100
93
$987K 0.26%
10,106
+746
94
$964K 0.25%
17,080
+900
95
$962K 0.25%
4,955
+38
96
$935K 0.24%
15,337
-491
97
$919K 0.24%
6,913
-311
98
$918K 0.24%
12,519
+1,244
99
$911K 0.24%
1,660
100
$895K 0.23%
21,436
+696
2 3
4
5 6