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
176
$371K 0.08%
2,856
+403
177
$367K 0.08%
+5,150
178
$367K 0.08%
3,398
-50
179
$366K 0.07%
3,230
-51
180
$360K 0.07%
631
181
$358K 0.07%
712
+175
182
$358K 0.07%
8,214
+113
183
$356K 0.07%
8,473
+2,259
184
$352K 0.07%
1,500
185
$350K 0.07%
6,686
+2
186
$350K 0.07%
2,372
+5
187
$348K 0.07%
1,654
-132
188
$348K 0.07%
7,818
-350
189
$345K 0.07%
1,678
-25
190
$344K 0.07%
4,044
+3
191
$329K 0.07%
6,776
-219
192
$326K 0.07%
2,826
-70
193
$315K 0.06%
18,078
-44
194
$315K 0.06%
9,501
195
$315K 0.06%
10,435
-356
196
$315K 0.06%
1,434
197
$311K 0.06%
5,813
-199
198
$305K 0.06%
2,752
-343
199
$303K 0.06%
9,600
+10
200
$299K 0.06%
1,518
+18
6 7
8
9 10