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
76
$1.13K 0.27%
13,162
-245
77
$1.09K 0.26%
18,840
+1,300
78
$1.09K 0.26%
5,848
-55
79
$1.08K 0.25%
6,469
-172
80
$1.07K 0.25%
16,180
-294
81
$1.06K 0.25%
11,507
-129
82
$1.06K 0.25%
31,629
-31,071
83
$1.02K 0.24%
17,520
+1,300
84
$998 0.23%
14,297
+5,686
85
$985 0.23%
36,314
-1,258
86
$974 0.23%
45,901
-1,807
87
$963 0.23%
3,990
-85
88
$947 0.22%
15,744
-2,452
89
$937 0.22%
6,801
-76
90
$921 0.22%
11,209
+4,917
91
$907 0.21%
70,420
-15,896
92
$886 0.21%
18,334
-190
93
$882 0.21%
7,602
-981
94
$878 0.21%
12,122
-2,122
95
$876 0.21%
9,427
-838
96
$870 0.2%
14,659
-1,231
97
$839 0.2%
5,627
+49
98
$837 0.2%
10,998
-621
99
$834 0.2%
6,234
-15
100
$818 0.19%
3,457
+320
2 3
4
5 6