WA
WBH Advisory Portfolio holdings
AUM
$1.17B
1-Year Return
13.23%
This Quarter Return
-0.45%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
+$20.1M
(+7.6%)
Cap. Flow
-$806K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
40.79%
Holding
220
New
7
Increased
74
Reduced
107
Closed
9
Top Buys
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$635K |
| 2 |
Vanguard Communication Services ETF
VOX
|
$572K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$569K |
| 4 |
FDO
FAMILY DOLLAR STORES
FDO
|
$467K |
| 5 |
Hershey
HSY
|
$361K |
Sector Composition
| 1 | Consumer Staples | 9.52% |
| 2 | Industrials | 9.35% |
| 3 | Energy | 9.26% |
| 4 | Consumer Discretionary | 6.06% |
| 5 | Healthcare | 5.61% |
