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
$420M
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.4M
3
+$1.36M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$649K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$585K

Top Sells

1
+$1.42M
2
+$635K
3
+$353K
4
PSX icon
Phillips 66
PSX
+$285K
5
CB icon
Chubb
CB
+$280K

Sector Composition

1 Industrials 6.19%
2 Consumer Staples 5.99%
3 Technology 5.19%
4 Financials 5.07%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$485K 0.12%
10,801
-395
152
$474K 0.11%
11,240
-810
153
$462K 0.11%
4,458
+375
154
$459K 0.11%
4,068
-99
155
$455K 0.11%
4,881
+589
156
$444K 0.11%
2,783
+26
157
$439K 0.1%
3,826
+35
158
$437K 0.1%
8,783
-1,158
159
$437K 0.1%
4,370
160
$431K 0.1%
8,521
-275
161
$425K 0.1%
8,242
+3
162
$406K 0.1%
2,227
+22
163
$405K 0.1%
2,821
-49
164
$405K 0.1%
8,391
-399
165
$402K 0.1%
8,531
-93
166
$396K 0.09%
12,487
-235
167
$391K 0.09%
2,442
+130
168
$388K 0.09%
6,561
-449
169
$387K 0.09%
11,087
-69
170
$385K 0.09%
4,231
+150
171
$381K 0.09%
2,429
172
$373K 0.09%
14,197
-5,426
173
$363K 0.09%
5,955
+6
174
$361K 0.09%
6,715
-120
175
$359K 0.09%
2,928
-65
5 6
7
8 9