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
$216M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$11M
3 +$9.42M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.54M
5
VFH icon
Vanguard Financials ETF
VFH
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.48%
2 Energy 10.35%
3 Industrials 10.3%
4 Consumer Discretionary 6.71%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$213K 0.1%
+6,690
177
$211K 0.1%
+4,234
178
$209K 0.1%
+2,073
179
$208K 0.1%
+6,898
180
$204K 0.09%
+5,588
181
$191K 0.09%
+12,842
182
$180K 0.08%
+10,275
183
$155K 0.07%
+10,571
184
$130K 0.06%
+10,135
185
$128K 0.06%
+11,207
186
$102K 0.05%
+1,695
187
$84K 0.04%
+15,925