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
$358M
AUM Growth
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$327K
3
+$321K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$226K
5
APH icon
Amphenol
APH
+$220K

Top Sells

1
+$83.5M
2
+$658K
3
+$434K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$354K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$338K

Sector Composition

1 Industrials 7.61%
2 Consumer Staples 7.35%
3 Healthcare 5.21%
4 Financials 5.17%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.1%
2,725
177
$335K 0.09%
2,419
-20
178
$332K 0.09%
16,669
+61
179
$322K 0.09%
1,727
+1
180
$319K 0.09%
4,000
+15
181
$319K 0.09%
1,793
182
$316K 0.09%
2,650
-500
183
$312K 0.09%
2,200
184
$310K 0.09%
1,954
+601
185
$307K 0.09%
3,968
+27
186
$305K 0.09%
1,290
187
$302K 0.08%
12,480
188
$296K 0.08%
6,122
+2
189
$280K 0.08%
1,560
-100
190
$273K 0.08%
3,373
+1
191
$270K 0.08%
3,481
-100
192
$269K 0.08%
7,922
-207
193
$256K 0.07%
17,046
+237
194
$253K 0.07%
2,201
195
$252K 0.07%
2,463
196
$251K 0.07%
4,192
-97
197
$247K 0.07%
4,952
198
$244K 0.07%
3,810
-248
199
$244K 0.07%
4,000
200
$241K 0.07%
5,570
6 7
8
9 10