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
$495M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.33M
3
+$1.23M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.17M
5
BND icon
Vanguard Total Bond Market
BND
+$1.03M

Top Sells

1
+$778K
2
+$697K
3
+$691K
4
AAPL icon
Apple
AAPL
+$367K
5
FE icon
FirstEnergy
FE
+$259K

Sector Composition

1 Technology 6.08%
2 Consumer Staples 5.52%
3 Consumer Discretionary 4.75%
4 Industrials 4.23%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$688K 0.14%
6,635
+77
127
$687K 0.14%
3,485
+87
128
$686K 0.14%
+634
129
$686K 0.14%
2,925
130
$682K 0.14%
9,710
131
$678K 0.14%
8,898
+3,569
132
$675K 0.14%
+11,733
133
$669K 0.14%
10,750
134
$662K 0.13%
1,726
-46
135
$657K 0.13%
6,286
+58
136
$649K 0.13%
4,404
+219
137
$639K 0.13%
5,498
-331
138
$639K 0.13%
10,027
+814
139
$621K 0.13%
1,905
-50
140
$612K 0.12%
4,384
+21
141
$599K 0.12%
4,670
+250
142
$598K 0.12%
14,614
+11
143
$595K 0.12%
7,280
-383
144
$592K 0.12%
1,660
145
$591K 0.12%
3,641
-100
146
$576K 0.12%
14,919
-462
147
$561K 0.11%
5,599
-43
148
$560K 0.11%
6,834
-44
149
$557K 0.11%
1,896
-19
150
$548K 0.11%
+1,839
4 5
6
7 8