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
$299M
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

1 +$472K
2 +$327K
3 +$260K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$178K
5
VB icon
Vanguard Small-Cap ETF
VB
+$145K

Sector Composition

1 Consumer Staples 8.59%
2 Industrials 7.29%
3 Consumer Discretionary 5.93%
4 Healthcare 5.05%
5 Financials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,121
202
-8,925
203
-9,526
204
-5,051
205
-19,909