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
101
$1.03M 0.21%
10,360
-153
102
$1.03M 0.21%
11,619
-89
103
$1.02M 0.21%
7,185
104
$1.01M 0.21%
8,242
-352
105
$1M 0.21%
20,107
-1,460
106
$1M 0.21%
37,572
+2,600
107
$996K 0.2%
16,228
+748
108
$992K 0.2%
6,566
-553
109
$986K 0.2%
49,185
+1,617
110
$984K 0.2%
13,246
-2,014
111
$981K 0.2%
18,524
-6,747
112
$959K 0.2%
21,339
+19
113
$928K 0.19%
5,446
-59
114
$927K 0.19%
3,137
+393
115
$901K 0.18%
9,195
+3,903
116
$888K 0.18%
28,931
+5
117
$887K 0.18%
13,653
+994
118
$883K 0.18%
5,674
-96
119
$871K 0.18%
4,822
-193
120
$824K 0.17%
10,325
-364
121
$810K 0.17%
12,525
+55
122
$806K 0.16%
3,785
+35
123
$799K 0.16%
8,611
+168
124
$789K 0.16%
8,660
-1,432
125
$757K 0.15%
7,950
-150
3 4
5
6 7