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
$426K
AUM Growth
-$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$10.3K
2
+$5.19K
3
+$3.27K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.9K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.98K

Top Sells

1
+$2.03M
2
+$1.02M
3
+$434K
4
WFC icon
Wells Fargo
WFC
+$408K
5
MELI icon
Mercado Libre
MELI
+$360K

Sector Composition

1 Consumer Staples 5.31%
2 Technology 5.07%
3 Healthcare 3.83%
4 Industrials 3.73%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567 0.13%
7,001
+4,932
127
$561 0.13%
10,777
-741
128
$551 0.13%
5,201
-301
129
$525 0.12%
37,356
-11,829
130
$525 0.12%
9,710
-650
131
$521 0.12%
3,936
-39
132
$510 0.12%
3,511
+18
133
$505 0.12%
19,241
-630
134
$505 0.12%
3,300
-3
135
$503 0.12%
15,098
-24,786
136
$492 0.12%
9,310
+3,883
137
$490 0.11%
5,734
-68
138
$489 0.11%
10,745
-88
139
$477 0.11%
3,892
-124
140
$452 0.11%
10,750
-490
141
$451 0.11%
9,308
-96
142
$446 0.1%
6,122
-50
143
$442 0.1%
8,600
144
$440 0.1%
2,542
-5
145
$439 0.1%
2,006
+78
146
$431 0.1%
4,315
-137
147
$427 0.1%
4,018
+173
148
$426 0.1%
4,370
149
$412 0.1%
+4,623
150
$412 0.1%
1,660
4 5
6
7 8