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
$618M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.29M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M

Top Sells

1
+$1.02M
2
+$631K
3
+$557K
4
VT icon
Vanguard Total World Stock ETF
VT
+$512K
5
VFH icon
Vanguard Financials ETF
VFH
+$286K

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 4.45%
3 Consumer Staples 4.36%
4 Industrials 4.29%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.21%
3,936
-14
102
$1.27M 0.21%
12,114
+91
103
$1.26M 0.2%
19,915
-142
104
$1.23M 0.2%
16,264
-117
105
$1.23M 0.2%
4,319
-110
106
$1.18M 0.19%
15,023
-583
107
$1.16M 0.19%
10,749
-165
108
$1.16M 0.19%
17,053
+5
109
$1.15M 0.19%
21,295
-131
110
$1.11M 0.18%
4,965
-27
111
$1.07M 0.17%
6,025
-347
112
$1.06M 0.17%
15,125
-199
113
$1.06M 0.17%
2,826
-64
114
$1.01M 0.16%
6,887
+5,235
115
$1.01M 0.16%
12,769
+36
116
$1.01M 0.16%
6,722
-95
117
$998K 0.16%
5,800
-85
118
$955K 0.15%
8,400
119
$936K 0.15%
3,795
120
$936K 0.15%
45,578
-400
121
$935K 0.15%
15,204
+1,381
122
$934K 0.15%
4,221
-316
123
$933K 0.15%
634
124
$904K 0.15%
4,103
-179
125
$880K 0.14%
7,050
3 4
5
6 7