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
$495M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.33M
3
+$1.23M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.17M
5
BND icon
Vanguard Total Bond Market
BND
+$1.03M

Top Sells

1
+$778K
2
+$697K
3
+$691K
4
AAPL icon
Apple
AAPL
+$367K
5
FE icon
FirstEnergy
FE
+$259K

Sector Composition

1 Technology 6.08%
2 Consumer Staples 5.52%
3 Consumer Discretionary 4.75%
4 Industrials 4.23%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$402K 0.08%
11,040
+1,010
177
$400K 0.08%
1,592
-35
178
$394K 0.08%
3,230
179
$389K 0.08%
9,426
180
$387K 0.08%
6,692
-88
181
$384K 0.08%
1,691
182
$383K 0.08%
1,684
+115
183
$378K 0.08%
4,049
+22
184
$369K 0.07%
1,631
+1
185
$359K 0.07%
5,817
+1
186
$355K 0.07%
1,500
-18
187
$351K 0.07%
+3,125
188
$348K 0.07%
9,135
+290
189
$346K 0.07%
3,081
+3
190
$345K 0.07%
2,549
191
$345K 0.07%
5,691
-336
192
$335K 0.07%
13,026
+682
193
$334K 0.07%
1,653
194
$328K 0.07%
2,094
-191
195
$315K 0.06%
9,579
-703
196
$313K 0.06%
6,096
+2
197
$313K 0.06%
3,060
+500
198
$311K 0.06%
3,862
+111
199
$308K 0.06%
3,289
+1
200
$303K 0.06%
8,322
-600
6 7
8
9 10