WB

Webster Bank Portfolio holdings

AUM $968M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$3.04M
3 +$1.78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$730K

Top Sells

1 +$18.7M
2 +$10.6M
3 +$6.44M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.28M
5
BP icon
BP
BP
+$3.1M

Sector Composition

1 Energy 15.19%
2 Financials 8.15%
3 Industrials 7.82%
4 Technology 7.52%
5 Healthcare 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15K ﹤0.01%
+180
477
$15K ﹤0.01%
+124
478
$15K ﹤0.01%
+125
479
$15K ﹤0.01%
+434
480
$15K ﹤0.01%
+200
481
$15K ﹤0.01%
+335
482
$14K ﹤0.01%
+505
483
$14K ﹤0.01%
+311
484
$14K ﹤0.01%
+200
485
$14K ﹤0.01%
+500
486
$14K ﹤0.01%
+370
487
$13K ﹤0.01%
+160
488
$13K ﹤0.01%
+1,125
489
$13K ﹤0.01%
+450
490
$13K ﹤0.01%
+544
491
$13K ﹤0.01%
+350
492
$13K ﹤0.01%
+482
493
$13K ﹤0.01%
+232
494
$13K ﹤0.01%
+200
495
$12K ﹤0.01%
+249
496
$12K ﹤0.01%
+150
497
$12K ﹤0.01%
+299
498
$12K ﹤0.01%
+894
499
$12K ﹤0.01%
+512
500
$12K ﹤0.01%
+800