WA
WBH Advisory Portfolio holdings
AUM
$1.17B
This Quarter Return
+5.66%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(+11%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
34.76%
Holding
232
New
11
Increased
130
Reduced
59
Closed
3
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$1.81M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$1.73M |
| 3 |
Vanguard Health Care ETF
VHT
|
$1.06M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$997K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$893K |
Top Sells
| 1 |
Under Armour
UAA
|
$434K |
| 2 |
Amphenol
APH
|
$352K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$334K |
| 4 |
Travelers Companies
TRV
|
$299K |
| 5 |
J.M. Smucker
SJM
|
$254K |
Sector Composition
| 1 | Consumer Staples | 8.41% |
| 2 | Industrials | 7.79% |
| 3 | Healthcare | 5.48% |
| 4 | Financials | 5.45% |
| 5 | Consumer Discretionary | 4.68% |
