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
$899M
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.28M
3
+$2.22M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M

Top Sells

1
+$3.41M
2
+$2.97M
3
+$2.11M
4
BND icon
Vanguard Total Bond Market
BND
+$1.99M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.85M

Sector Composition

1 Technology 4.57%
2 Consumer Staples 2.89%
3 Industrials 2.55%
4 Financials 2.53%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$745K 0.08%
3,202
-99
177
$738K 0.08%
5,182
-50
178
$730K 0.08%
5,579
-630
179
$718K 0.08%
4,099
+1,880
180
$718K 0.08%
4,764
-148
181
$706K 0.08%
11,616
-2,174
182
$702K 0.08%
28,244
+15,700
183
$701K 0.08%
3,029
-387
184
$673K 0.07%
1,485
-17
185
$642K 0.07%
1,505
186
$640K 0.07%
37,250
-380
187
$622K 0.07%
9,406
-348
188
$619K 0.07%
3,321
-75
189
$615K 0.07%
13,905
-13,371
190
$608K 0.07%
5,863
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191
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6,209
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192
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8,013
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193
$579K 0.06%
8,512
194
$578K 0.06%
6,873
-193
195
$575K 0.06%
3,515
-116
196
$574K 0.06%
1,000
197
$569K 0.06%
2,162
+268
198
$568K 0.06%
14,232
-466
199
$566K 0.06%
4,910
200
$564K 0.06%
+27,365
6 7
8
9 10