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
$618M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.29M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M

Top Sells

1
+$1.02M
2
+$631K
3
+$557K
4
VT icon
Vanguard Total World Stock ETF
VT
+$512K
5
VFH icon
Vanguard Financials ETF
VFH
+$286K

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 4.45%
3 Consumer Staples 4.36%
4 Industrials 4.29%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$876K 0.14%
9,644
+195
127
$868K 0.14%
+37,250
128
$855K 0.14%
24,710
-1,910
129
$840K 0.14%
11,172
-597
130
$837K 0.14%
31,040
-302
131
$830K 0.13%
3,417
+25
132
$827K 0.13%
4,145
-170
133
$812K 0.13%
3,300
134
$810K 0.13%
10,481
-298
135
$801K 0.13%
8,296
-232
136
$801K 0.13%
4,670
137
$794K 0.13%
4,211
-105
138
$785K 0.13%
11,500
+750
139
$783K 0.13%
34,265
-2,299
140
$775K 0.13%
+9,150
141
$773K 0.13%
6,344
-208
142
$772K 0.12%
9,660
-50
143
$746K 0.12%
14,581
-21
144
$719K 0.12%
14,645
+11
145
$718K 0.12%
1,875
-30
146
$714K 0.12%
2,418
-151
147
$713K 0.12%
10,304
+648
148
$693K 0.11%
3,473
-84
149
$687K 0.11%
7,545
-187
150
$682K 0.11%
5,349
-147
4 5
6
7 8