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
151
$383 0.09%
7,227
-100
152
$382 0.09%
2,668
-35
153
$379 0.09%
1,691
+36
154
$379 0.09%
12,417
-2,090
155
$377 0.09%
1,942
+15
156
$374 0.09%
3,894
-396
157
$362 0.08%
2,622
-14
158
$358 0.08%
8,410
-161
159
$357 0.08%
7,408
-841
160
$348 0.08%
1,717
+2
161
$340 0.08%
6,051
-78
162
$336 0.08%
3,430
+200
163
$334 0.08%
7,950
-2,375
164
$328 0.08%
10,680
-2,973
165
$325 0.08%
3,398
166
$324 0.08%
738
+26
167
$319 0.07%
12,964
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168
$319 0.07%
12,344
+1,132
169
$316 0.07%
9,258
-1,330
170
$308 0.07%
6,475
-100
171
$308 0.07%
7,800
-325
172
$306 0.07%
5,815
+2
173
$300 0.07%
2,116
-249
174
$296 0.07%
5,150
175
$290 0.07%
3,472
-3
5 6
7
8 9