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
$412K
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.51K
2
+$2.8K
3
+$2.59K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.13K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.06K

Top Sells

1
+$1.08M
2
+$568K
3
+$422K
4
AET
Aetna Inc
AET
+$386K
5
AXON icon
Axon Enterprise
AXON
+$288K

Sector Composition

1 Consumer Discretionary 14.26%
2 Industrials 5.59%
3 Consumer Staples 5.51%
4 Financials 5.45%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28K 0.31%
13,891
+5
77
$1.28K 0.31%
19,579
+1,083
78
$1.2K 0.29%
9,308
-361
79
$1.2K 0.29%
13,035
-46
80
$1.17K 0.28%
17,455
+462
81
$1.15K 0.28%
53,443
-5,979
82
$1.14K 0.28%
7,075
-185
83
$1.14K 0.28%
36,600
+390
84
$1.11K 0.27%
15,305
-42
85
$1.1K 0.27%
5,855
86
$1.09K 0.26%
8,577
-493
87
$1.09K 0.26%
44,084
+898
88
$1.07K 0.26%
12,035
-294
89
$1.06K 0.26%
7,656
-299
90
$1.01K 0.25%
7,739
+4,070
91
$1.01K 0.25%
66,892
+18,280
92
$991 0.24%
12,162
-171
93
$967 0.23%
18,680
-100
94
$935 0.23%
3,819
-109
95
$934 0.23%
17,986
-976
96
$917 0.22%
8,450
-475
97
$911 0.22%
20,964
-488
98
$893 0.22%
6,466
+110
99
$889 0.22%
9,965
-179
100
$882 0.21%
26,575
+295
2 3
4
5 6