WA
WBH Advisory Portfolio holdings
AUM
$1.17B
1-Year Return
13.23%
This Quarter Return
+3.14%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$7.8M
(+2.7%)
Cap. Flow
+$498K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
34.36%
Holding
231
New
8
Increased
65
Reduced
120
Closed
10
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.08M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.26M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$618K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$609K |
| 5 |
Yum China
YUMC
|
$558K |
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$2.01M |
| 2 |
Yum! Brands
YUM
|
$560K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$459K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$433K |
| 5 |
Exxon Mobil
XOM
|
$423K |
Sector Composition
| 1 | Consumer Staples | 8.68% |
| 2 | Industrials | 8.07% |
| 3 | Financials | 5.67% |
| 4 | Healthcare | 5.59% |
| 5 | Consumer Discretionary | 4.95% |
