WA
WBH Advisory Portfolio holdings
AUM
$1.17B
This Quarter Return
+6.08%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$801M
AUM Growth
–
Cap. Flow
+$801M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.6%
Holding
296
New
296
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$40.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$34.3M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$25.2M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$25M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$18.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Consumer Staples | 3.54% |
| 3 | Industrials | 2.66% |
| 4 | Consumer Discretionary | 2.58% |
| 5 | Healthcare | 2.5% |
