WB
WesBanco Bank Portfolio holdings
AUM
$3.37B
1-Year Return
18.07%
This Quarter Return
+3.03%
1 Year Return
+18.07%
3 Year Return
+66.36%
5 Year Return
–
10 Year Return
–
AUM
$1.93B
AUM Growth
-$25.2M
(-1.3%)
Cap. Flow
-$66M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
21.72%
Holding
558
New
36
Increased
151
Reduced
206
Closed
33
Top Buys
| 1 |
EOG Resources
EOG
|
$6.44M |
| 2 |
Salesforce
CRM
|
$6.18M |
| 3 |
Restaurant Brands International
QSR
|
$5.77M |
| 4 |
Spirit AeroSystems
SPR
|
$5.71M |
| 5 |
Dollar Tree
DLTR
|
$5.1M |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$32.7M |
| 2 |
Vanguard Total Bond Market
BND
|
$19.3M |
| 3 |
PayPal
PYPL
|
$6.57M |
| 4 |
CVS Health
CVS
|
$6.48M |
| 5 |
EQT Corp
EQT
|
$6.45M |
Sector Composition
| 1 | Financials | 15.97% |
| 2 | Technology | 14.96% |
| 3 | Healthcare | 12.64% |
| 4 | Industrials | 12.06% |
| 5 | Energy | 8.63% |
