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
151
$531K 0.11%
6,706
-799
152
$525K 0.11%
6,172
-125
153
$524K 0.11%
11,240
154
$512K 0.1%
2,703
-18
155
$507K 0.1%
6,292
+1,660
156
$501K 0.1%
6,575
-650
157
$482K 0.1%
3,845
+293
158
$474K 0.1%
+8,421
159
$463K 0.09%
3,475
+5
160
$456K 0.09%
2,636
-124
161
$451K 0.09%
8,125
+1,339
162
$451K 0.09%
8,249
-194
163
$446K 0.09%
12,457
+907
164
$439K 0.09%
1,655
165
$434K 0.09%
7,426
-547
166
$424K 0.09%
2,365
-184
167
$413K 0.08%
1,715
-24
168
$413K 0.08%
2,588
-40
169
$411K 0.08%
1,273
-463
170
$411K 0.08%
8,571
-940
171
$408K 0.08%
1,927
172
$408K 0.08%
7,595
-199
173
$398K 0.08%
6,129
-206
174
$391K 0.08%
2,547
+330
175
$380K 0.08%
2,239
-190
5 6
7
8 9