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
$899M
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.28M
3
+$2.22M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M

Top Sells

1
+$3.41M
2
+$2.97M
3
+$2.11M
4
BND icon
Vanguard Total Bond Market
BND
+$1.99M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.85M

Sector Composition

1 Technology 4.57%
2 Consumer Staples 2.89%
3 Industrials 2.55%
4 Financials 2.53%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.19%
12,705
-828
102
$1.68M 0.19%
5,688
-153
103
$1.63M 0.18%
46,165
+7,042
104
$1.62M 0.18%
30,822
-516
105
$1.58M 0.18%
7,028
-22
106
$1.58M 0.18%
1,905
+216
107
$1.56M 0.17%
7,439
+8
108
$1.52M 0.17%
11,463
-1,126
109
$1.52M 0.17%
43,843
-1,807
110
$1.52M 0.17%
4,991
+21
111
$1.51M 0.17%
31,541
+17,725
112
$1.5M 0.17%
15,149
-34,391
113
$1.43M 0.16%
7,997
-111
114
$1.42M 0.16%
14,785
-495
115
$1.41M 0.16%
9,478
-77
116
$1.4M 0.16%
41,563
-1,318
117
$1.4M 0.16%
+51,959
118
$1.39M 0.15%
5,349
-56
119
$1.37M 0.15%
29,094
-22,172
120
$1.36M 0.15%
12,525
-4,101
121
$1.36M 0.15%
23,004
-573
122
$1.33M 0.15%
9,826
+7,173
123
$1.33M 0.15%
11,322
-447
124
$1.32M 0.15%
10,850
-1,510
125
$1.32M 0.15%
25,709
+13,174
3 4
5
6 7