WB

WesBanco Bank Portfolio holdings

AUM $3.6B
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$10.8M
4
ZTS icon
Zoetis
ZTS
+$10.4M
5
BND icon
Vanguard Total Bond Market
BND
+$9.48M

Top Sells

1
+$2.15M
2
+$1.29M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K
5
RSO.PRB.CL
Resource Capital Corp.
RSO.PRB.CL
+$515K

Sector Composition

1 Financials 15.95%
2 Technology 14.18%
3 Healthcare 12.99%
4 Industrials 12.11%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$886K 0.05%
+10,390
277
$886K 0.05%
+67,622
278
$883K 0.05%
25,190
+490
279
$880K 0.04%
23,452
-565
280
$877K 0.04%
+28,160
281
$870K 0.04%
+8,355
282
$841K 0.04%
7,969
-374
283
$840K 0.04%
24,634
+3,365
284
$834K 0.04%
9,710
-100
285
$831K 0.04%
29,796
-2,214
286
$817K 0.04%
6,638
+43
287
$802K 0.04%
+5,236
288
$798K 0.04%
6,505
-340
289
$787K 0.04%
12,885
290
$783K 0.04%
+9,688
291
$770K 0.04%
2,865
-20
292
$764K 0.04%
11,673
-297
293
$760K 0.04%
+18,686
294
$753K 0.04%
14,100
295
$751K 0.04%
20,074
-200
296
$745K 0.04%
6,008
+32
297
$742K 0.04%
+23,345
298
$739K 0.04%
13,586
-2,100
299
$736K 0.04%
9,273
-495
300
$735K 0.04%
26,811
+3,480
10 11
12
13 14