WB
WesBanco Bank Portfolio holdings
AUM
$3.37B
1-Year Return
18.07%
This Quarter Return
-0.3%
1 Year Return
+18.07%
3 Year Return
+66.36%
5 Year Return
–
10 Year Return
–
AUM
$2.61B
AUM Growth
-$77.1M
(-2.9%)
Cap. Flow
-$59.6M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
24.31%
Holding
618
New
23
Increased
150
Reduced
237
Closed
30
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.3M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$6.86M |
| 3 |
KKR & Co
KKR
|
$5M |
| 4 |
Bristol-Myers Squibb
BMY
|
$3.61M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$3.34M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.62M |
| 2 |
CLDR
Cloudera, Inc.
CLDR
|
$5.99M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.77M |
| 4 |
Gilead Sciences
GILD
|
$4.93M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$3.96M |
Sector Composition
| 1 | Technology | 20.62% |
| 2 | Financials | 15.6% |
| 3 | Healthcare | 12.23% |
| 4 | Industrials | 8.62% |
| 5 | Consumer Discretionary | 7.77% |
