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
126
$739K 0.15%
14,507
-954
127
$737K 0.15%
4,452
-37
128
$730K 0.15%
7,730
-54
129
$722K 0.15%
5,802
-238
130
$708K 0.14%
2,705
131
$705K 0.14%
5,502
+1,351
132
$684K 0.14%
5,709
+27
133
$669K 0.14%
1,718
-31
134
$662K 0.14%
3,493
-209
135
$648K 0.13%
9,404
+2
136
$646K 0.13%
19,871
-131
137
$643K 0.13%
3,303
+3
138
$608K 0.12%
1,882
+135
139
$606K 0.12%
10,833
+13
140
$589K 0.12%
8,600
-300
141
$584K 0.12%
3,975
+126
142
$579K 0.12%
5,198
-112
143
$575K 0.12%
4,290
-128
144
$561K 0.11%
1,660
145
$560K 0.11%
10,588
146
$553K 0.11%
7,327
-129
147
$549K 0.11%
1,928
-359
148
$548K 0.11%
8,364
+2,098
149
$546K 0.11%
4,016
-79
150
$532K 0.11%
4,370
4 5
6
7 8