WB

WesBanco Bank Portfolio holdings

AUM $3.63B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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
+$11.5M
2
+$9.14M
3
+$9.1M
4
CARR icon
Carrier Global
CARR
+$8.3M
5
KO icon
Coca-Cola
KO
+$6.75M

Top Sells

1
+$11.3M
2
+$10.4M
3
+$8.53M
4
PEP icon
PepsiCo
PEP
+$8.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.81M

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
MC icon
451
Moelis & Co
MC
$4.07B
$621K 0.02%
8,709
HLT icon
452
Hilton Worldwide
HLT
$69.2B
$620K 0.02%
2,389
-122
IYH icon
453
iShares US Healthcare ETF
IYH
$2.89B
$610K 0.02%
10,385
GPC icon
454
Genuine Parts
GPC
$14.6B
$608K 0.02%
4,388
-54
DRI icon
455
Darden Restaurants
DRI
$22.9B
$607K 0.02%
3,187
+37
XLE icon
456
State Street Energy Select Sector SPDR ETF
XLE
$43.1B
$606K 0.02%
13,570
-37,302
BX icon
457
Blackstone
BX
$85.1B
$601K 0.02%
3,515
+68
VOE icon
458
Vanguard Mid-Cap Value ETF
VOE
$21.2B
$599K 0.02%
3,433
+125
CRVL icon
459
CorVel
CRVL
$2.73B
$599K 0.02%
7,731
YUM icon
460
Yum! Brands
YUM
$43.2B
$597K 0.02%
3,926
CRWV
461
CoreWeave Inc
CRWV
$42.3B
$588K 0.02%
4,300
+3,000
GEF icon
462
Greif
GEF
$3.81B
$588K 0.02%
9,839
CLX icon
463
Clorox
CLX
$12.4B
$587K 0.02%
4,764
+146
IDYA icon
464
IDEAYA Biosciences
IDYA
$2.82B
$577K 0.02%
+21,200
GGG icon
465
Graco
GGG
$14B
$577K 0.02%
6,789
-300
APLD icon
466
Applied Digital
APLD
$7.19B
$574K 0.02%
+25,000
SCHZ icon
467
Schwab US Aggregate Bond ETF
SCHZ
$9.89B
$562K 0.02%
23,957
NBIS
468
Nebius Group N.V.
NBIS
$26.8B
$561K 0.02%
5,000
PEG icon
469
Public Service Enterprise Group
PEG
$40.1B
$556K 0.02%
6,660
-2,612
CRWD icon
470
CrowdStrike
CRWD
$99.6B
$549K 0.02%
1,120
+192
TD icon
471
Toronto Dominion Bank
TD
$155B
$547K 0.02%
6,848
-347
NOG icon
472
Northern Oil and Gas
NOG
$3.18B
$546K 0.02%
22,000
-30,500
CP icon
473
Canadian Pacific Kansas City
CP
$71B
$545K 0.02%
7,310
-325
SRE icon
474
Sempra
SRE
$62.4B
$543K 0.02%
6,035
-158
IJK icon
475
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.69B
$542K 0.02%
5,649
-43
17 18
19
20 21