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
526
$7K ﹤0.01%
+64
527
$7K ﹤0.01%
+185
528
$7K ﹤0.01%
+200
529
$6K ﹤0.01%
+300
530
$6K ﹤0.01%
+66
531
$6K ﹤0.01%
+100
532
$6K ﹤0.01%
+357
533
$6K ﹤0.01%
+100
534
$6K ﹤0.01%
+100
535
$6K ﹤0.01%
+160
536
$5K ﹤0.01%
+148
537
$5K ﹤0.01%
+380
538
$5K ﹤0.01%
+39
539
$5K ﹤0.01%
+75
540
$5K ﹤0.01%
+80
541
$5K ﹤0.01%
+200
542
$5K ﹤0.01%
+175
543
$5K ﹤0.01%
+300
544
$5K ﹤0.01%
+87
545
$4K ﹤0.01%
+34
546
$4K ﹤0.01%
+75
547
$4K ﹤0.01%
+300
548
$4K ﹤0.01%
+120
549
$4K ﹤0.01%
+100
550
$4K ﹤0.01%
+200