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
IREN icon
501
Iris Energy
IREN
$12.7B
$469K 0.01%
+10,000
ASAN icon
502
Asana
ASAN
$3.41B
$468K 0.01%
+35,000
EBAY icon
503
eBay
EBAY
$37.1B
$467K 0.01%
5,131
+1,267
BIV icon
504
Vanguard Intermediate-Term Bond ETF
BIV
$26.4B
$465K 0.01%
5,951
+47
CUBE icon
505
CubeSmart
CUBE
$8.44B
$464K 0.01%
11,408
LSTR icon
506
Landstar System
LSTR
$4.77B
$457K 0.01%
3,730
-360
SSO icon
507
ProShares Ultra S&P500
SSO
$7.26B
$457K 0.01%
8,150
+150
ADX icon
508
Adams Diversified Equity Fund
ADX
$2.77B
$454K 0.01%
20,362
+1,000
UBCP icon
509
United Bancorp
UBCP
$77M
$452K 0.01%
32,360
-1,695
NVS icon
510
Novartis
NVS
$257B
$452K 0.01%
3,524
-140
EQT icon
511
EQT Corp
EQT
$38.2B
$450K 0.01%
8,268
+204
CACI icon
512
CACI
CACI
$13.1B
$450K 0.01%
902
+2
GRNB icon
513
VanEck Green Bond ETF
GRNB
$159M
$446K 0.01%
18,260
FTHI icon
514
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.79B
$446K 0.01%
+18,793
KAI icon
515
Kadant
KAI
$3.44B
$443K 0.01%
1,490
-100
DLN icon
516
WisdomTree US LargeCap Dividend Fund
DLN
$5.56B
$443K 0.01%
5,085
SPTS icon
517
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.85B
$441K 0.01%
15,037
+1,709
BNDX icon
518
Vanguard Total International Bond ETF
BNDX
$72.5B
$441K 0.01%
8,908
+426
APAM icon
519
Artisan Partners
APAM
$2.99B
$440K 0.01%
10,131
HYG icon
520
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$438K 0.01%
5,400
-9
FLOT icon
521
iShares Floating Rate Bond ETF
FLOT
$8.96B
$433K 0.01%
8,485
-1,435
CTAS icon
522
Cintas
CTAS
$74.2B
$432K 0.01%
2,105
+78
TSCO icon
523
Tractor Supply
TSCO
$28.6B
$427K 0.01%
7,509
-45
SOLV icon
524
Solventum
SOLV
$14.8B
$423K 0.01%
5,799
-817
LNG icon
525
Cheniere Energy
LNG
$44.9B
$418K 0.01%
1,778
+5
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