WB
WesBanco Bank Portfolio holdings
AUM
$3.37B
1-Year Return
18.07%
This Quarter Return
+5.85%
1 Year Return
+18.07%
3 Year Return
+66.36%
5 Year Return
–
10 Year Return
–
AUM
$2.38B
AUM Growth
+$71.2M
(+3.1%)
Cap. Flow
-$43M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
26.84%
Holding
609
New
28
Increased
139
Reduced
246
Closed
37
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.31M |
| 2 |
Morgan Stanley
MS
|
$5.35M |
| 3 |
JPMorgan Chase
JPM
|
$4.93M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.79M |
| 5 |
NiSource
NI
|
$1.94M |
Top Sells
| 1 |
Apple
AAPL
|
$9.77M |
| 2 |
Broadcom
AVGO
|
$8.06M |
| 3 |
Microsoft
MSFT
|
$4.18M |
| 4 |
Merck
MRK
|
$3.67M |
| 5 |
Parker-Hannifin
PH
|
$3.09M |
Sector Composition
| 1 | Technology | 21.97% |
| 2 | Healthcare | 12.23% |
| 3 | Financials | 10.58% |
| 4 | Industrials | 8.58% |
| 5 | Consumer Staples | 7.57% |
