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
101
$1.92M 0.18%
6,132
-278
102
$1.9M 0.18%
9,956
-539
103
$1.89M 0.18%
1,909
104
$1.87M 0.17%
18,911
-1,175
105
$1.82M 0.17%
3,320
-17
106
$1.73M 0.16%
74,603
+1,288
107
$1.72M 0.16%
7,435
-182
108
$1.7M 0.16%
8,783
-6
109
$1.66M 0.15%
5,031
-390
110
$1.55M 0.14%
14,055
-142
111
$1.54M 0.14%
34,271
+2,312
112
$1.53M 0.14%
11,403
+7
113
$1.52M 0.14%
6,502
-25
114
$1.5M 0.14%
32,449
-5,942
115
$1.49M 0.14%
17,647
116
$1.45M 0.14%
3,457
+153
117
$1.44M 0.13%
6,880
+283
118
$1.43M 0.13%
34,253
+1,877
119
$1.43M 0.13%
11,102
+10
120
$1.42M 0.13%
6,703
-250
121
$1.4M 0.13%
2,978
-101
122
$1.39M 0.13%
9,963
-1,711
123
$1.36M 0.13%
35,570
+1,894
124
$1.36M 0.13%
8,140
-413
125
$1.34M 0.13%
4,477
+204
3 4
5
6 7