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
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$34.3M
3
+$25.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$25M
5
XLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.21%
+71,723
102
$1.68M 0.21%
+16,102
103
$1.67M 0.21%
+41,017
104
$1.63M 0.2%
+15,665
105
$1.62M 0.2%
+9,422
106
$1.57M 0.2%
+51,752
107
$1.55M 0.19%
+4,115
108
$1.54M 0.19%
+31,266
109
$1.52M 0.19%
+53,129
110
$1.51M 0.19%
+24,305
111
$1.5M 0.19%
+12,754
112
$1.47M 0.18%
+35,340
113
$1.44M 0.18%
+6,305
114
$1.39M 0.17%
+11,845
115
$1.38M 0.17%
+2,990
116
$1.37M 0.17%
+8,413
117
$1.36M 0.17%
+18,743
118
$1.35M 0.17%
+5,992
119
$1.35M 0.17%
+7,050
120
$1.33M 0.17%
+6,974
121
$1.33M 0.17%
+44,446
122
$1.32M 0.16%
+3,193
123
$1.31M 0.16%
+55,880
124
$1.31M 0.16%
+13,179
125
$1.3M 0.16%
+26,075
3 4
5
6 7