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
176
$281 0.07%
2,377
+5
177
$274 0.06%
8,426
-47
178
$274 0.06%
+2,549
179
$274 0.06%
2,856
180
$272 0.06%
6,612
+1,808
181
$270 0.06%
1,654
182
$269 0.06%
3,770
-5,425
183
$269 0.06%
9,426
-75
184
$269 0.06%
5,520
185
$268 0.06%
6,702
-74
186
$266 0.06%
4,974
-224
187
$265 0.06%
5,702
-1,004
188
$259 0.06%
905
-25
189
$256 0.06%
7,425
-14,144
190
$253 0.06%
2,242
-50
191
$250 0.06%
1,518
192
$250 0.06%
8,111
-310
193
$248 0.06%
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194
$245 0.06%
1,567
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195
$235 0.06%
3,747
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196
$235 0.06%
2,463
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197
$235 0.06%
1,175
198
$232 0.05%
13,743
+14
199
$232 0.05%
+2,191
200
$230 0.05%
7,804
-410
6 7
8
9 10