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
201
$561K 0.06%
5,317
-19
202
$558K 0.06%
1,118
+1
203
$552K 0.06%
3,550
204
$541K 0.06%
10,549
-628
205
$528K 0.06%
1,930
+1
206
$517K 0.06%
6,262
207
$506K 0.06%
32,509
+517
208
$506K 0.06%
1,441
-156
209
$499K 0.06%
9,982
+192
210
$497K 0.06%
11,221
-1,953
211
$489K 0.05%
5,028
212
$483K 0.05%
1,676
-15
213
$482K 0.05%
16,478
214
$481K 0.05%
5,265
-336
215
$481K 0.05%
+9,188
216
$475K 0.05%
5,845
-161
217
$473K 0.05%
583
+1
218
$465K 0.05%
4,946
-35
219
$461K 0.05%
4,284
-11
220
$460K 0.05%
2,872
+1
221
$456K 0.05%
1,887
-125
222
$456K 0.05%
+8,927
223
$452K 0.05%
11,528
-346
224
$447K 0.05%
4,010
-110
225
$443K 0.05%
1,693
-121
7 8
9
10 11