WB

WesBanco Bank Portfolio holdings

AUM $3.37B
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.61M

Top Sells

1
+$5.52M
2
+$2.57M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.86M
5
TXT icon
Textron
TXT
+$1.77M

Sector Composition

1 Technology 24.17%
2 Financials 11.44%
3 Industrials 7.75%
4 Healthcare 7.65%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
26
RTX Corp
RTX
$211B
$24.1M 0.71%
164,735
+967
PEP icon
27
PepsiCo
PEP
$210B
$23.9M 0.71%
180,907
+19,414
IBM icon
28
IBM
IBM
$262B
$23.7M 0.7%
80,518
+4,042
BND icon
29
Vanguard Total Bond Market
BND
$138B
$23.3M 0.69%
316,222
+90,507
NEE icon
30
NextEra Energy
NEE
$174B
$23M 0.68%
330,859
+12,255
PH icon
31
Parker-Hannifin
PH
$92.8B
$22.9M 0.68%
32,753
+418
JNJ icon
32
Johnson & Johnson
JNJ
$465B
$22.8M 0.68%
149,097
+1,052
MUB icon
33
iShares National Muni Bond ETF
MUB
$40.3B
$22.5M 0.67%
215,198
+14,716
MS icon
34
Morgan Stanley
MS
$252B
$22.3M 0.66%
158,507
-590
LLY icon
35
Eli Lilly
LLY
$720B
$22.3M 0.66%
28,561
+4,815
KO icon
36
Coca-Cola
KO
$295B
$21.7M 0.64%
307,149
-4,235
HD icon
37
Home Depot
HD
$390B
$21.1M 0.63%
57,520
+7,293
SPY icon
38
SPDR S&P 500 ETF Trust
SPY
$660B
$20.9M 0.62%
33,775
+8,636
TMO icon
39
Thermo Fisher Scientific
TMO
$204B
$20.6M 0.61%
50,754
+6,468
UNH icon
40
UnitedHealth
UNH
$323B
$20.2M 0.6%
64,600
+12,394
AMGN icon
41
Amgen
AMGN
$161B
$18.7M 0.56%
67,124
+2,954
ORCL icon
42
Oracle
ORCL
$830B
$18.3M 0.54%
83,866
+4,385
IVV icon
43
iShares Core S&P 500 ETF
IVV
$660B
$18.2M 0.54%
29,266
+3,503
TSLA icon
44
Tesla
TSLA
$1.46T
$18.2M 0.54%
57,147
+1,159
VOO icon
45
Vanguard S&P 500 ETF
VOO
$757B
$18M 0.53%
31,694
+1,827
ABBV icon
46
AbbVie
ABBV
$406B
$17.6M 0.52%
94,751
+12,180
NFLX icon
47
Netflix
NFLX
$510B
$17M 0.5%
12,698
+1,174
IWM icon
48
iShares Russell 2000 ETF
IWM
$69.9B
$16.9M 0.5%
78,090
+4,266
UBER icon
49
Uber
UBER
$192B
$16.2M 0.48%
173,285
-1,405
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.06T
$16M 0.48%
32,959
+11,921
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