WA

WBH Advisory Portfolio holdings

AUM $1.31B
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.05M
3
+$3.11M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.56M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.54M

Top Sells

1
+$2.22M
2
+$2.22M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.85M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.83M

Sector Composition

1 Technology 5.12%
2 Financials 2.92%
3 Consumer Staples 2.42%
4 Industrials 2.17%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.23%
14,140
-196
77
$2.41M 0.22%
39,020
-27,976
78
$2.35M 0.22%
25,947
-1,139
79
$2.33M 0.22%
27,069
-687
80
$2.32M 0.22%
28,353
-780
81
$2.3M 0.21%
7,066
+874
82
$2.28M 0.21%
54,406
-1,496
83
$2.28M 0.21%
14,463
+400
84
$2.27M 0.21%
10,391
-186
85
$2.27M 0.21%
6,465
-59
86
$2.23M 0.21%
6,001
-768
87
$2.2M 0.21%
+12,701
88
$2.17M 0.2%
13,884
-54
89
$2.16M 0.2%
41,276
-17,216
90
$2.16M 0.2%
24,580
-392
91
$2.12M 0.2%
+34,254
92
$2.08M 0.19%
5,687
-157
93
$2.08M 0.19%
40,977
+146
94
$2.07M 0.19%
15,992
-255
95
$2.04M 0.19%
77,740
-3,773
96
$2.02M 0.19%
3,503
-45
97
$1.99M 0.19%
50,577
+1,926
98
$1.96M 0.18%
23,864
-898
99
$1.96M 0.18%
7,417
-354
100
$1.93M 0.18%
3,760
-150
2 3
4
5 6