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
76
$1.5M 0.31%
15,890
-923
77
$1.46M 0.3%
60,441
-3,576
78
$1.43M 0.29%
17,505
-1,488
79
$1.41M 0.29%
13,321
+1,434
80
$1.4M 0.29%
15,160
+560
81
$1.37M 0.28%
34,605
-1,878
82
$1.37M 0.28%
15,768
+4
83
$1.36M 0.28%
6,641
-108
84
$1.33M 0.27%
11,636
-123
85
$1.32M 0.27%
10,265
+4
86
$1.31M 0.27%
3,821
-20
87
$1.3M 0.27%
20,298
+2,929
88
$1.29M 0.26%
5,903
-1,133
89
$1.27M 0.26%
8,583
-49
90
$1.22M 0.25%
4,075
91
$1.17M 0.24%
17,540
92
$1.13M 0.23%
16,474
-519
93
$1.11M 0.23%
6,877
-345
94
$1.11M 0.23%
6,249
+535
95
$1.1M 0.23%
18,196
-692
96
$1.09M 0.22%
16,220
97
$1.08M 0.22%
11,518
-206
98
$1.05M 0.21%
12,941
+421
99
$1.04M 0.21%
16,811
-39
100
$1.03M 0.21%
21,569
-2,630
2 3
4
5 6