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
$3.6B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.32M
3
+$9.2M
4
CARR icon
Carrier Global
CARR
+$7.29M
5
KO icon
Coca-Cola
KO
+$6.5M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$9.74M
4
NEE icon
NextEra Energy
NEE
+$8.81M
5
PEP icon
PepsiCo
PEP
+$7.97M

Sector Composition

1 Technology 24.73%
2 Financials 11.14%
3 Industrials 7.75%
4 Healthcare 7.43%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
426
Intuitive Surgical
ISRG
$202B
$692K 0.02%
1,547
+186
ALLE icon
427
Allegion
ALLE
$14.1B
$688K 0.02%
3,881
-47
EME icon
428
Emcor
EME
$27.4B
$688K 0.02%
1,059
-342
IGSB icon
429
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$682K 0.02%
12,854
+7,384
HOOD icon
430
Robinhood
HOOD
$120B
$678K 0.02%
4,732
+124
JEPI icon
431
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$677K 0.02%
11,855
-2,339
VTIP icon
432
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$675K 0.02%
13,328
+113
ITOT icon
433
iShares Core S&P Total US Stock Market ETF
ITOT
$80.5B
$669K 0.02%
4,591
+12
SHY icon
434
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$669K 0.02%
8,059
-11,708
GDX icon
435
VanEck Gold Miners ETF
GDX
$23.8B
$667K 0.02%
8,734
+1,007
IBP icon
436
Installed Building Products
IBP
$7.29B
$664K 0.02%
+2,690
HIG icon
437
Hartford Financial Services
HIG
$37.1B
$661K 0.02%
+4,955
MSI icon
438
Motorola Solutions
MSI
$62.6B
$661K 0.02%
1,445
-172
HLAL icon
439
Wahed FTSE USA Shariah ETF
HLAL
$714M
$659K 0.02%
11,114
MCHI icon
440
iShares MSCI China ETF
MCHI
$7.93B
$655K 0.02%
9,945
SHW icon
441
Sherwin-Williams
SHW
$84.1B
$652K 0.02%
1,884
-205
MET icon
442
MetLife
MET
$51.1B
$648K 0.02%
7,872
+104
SPGI icon
443
S&P Global
SPGI
$151B
$646K 0.02%
1,328
+17
FCN icon
444
FTI Consulting
FCN
$5.1B
$635K 0.02%
3,926
-260
GWRS icon
445
Global Water Resources
GWRS
$252M
$633K 0.02%
61,500
URI icon
446
United Rentals
URI
$51.8B
$632K 0.02%
662
+309
TPG icon
447
TPG
TPG
$9.29B
$632K 0.02%
11,000
ENB icon
448
Enbridge
ENB
$104B
$628K 0.02%
12,443
+70
FTNT icon
449
Fortinet
FTNT
$61.5B
$623K 0.02%
7,406
+31
SCHO icon
450
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$622K 0.02%
25,505
16 17
18
19 20