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
$1.96B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14M
3
+$10.8M
4
ZTS icon
Zoetis
ZTS
+$10.4M
5
BND icon
Vanguard Total Bond Market
BND
+$9.48M

Top Sells

1
+$2.15M
2
+$1.29M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K
5
RSO.PRB.CL
Resource Capital Corp.
RSO.PRB.CL
+$515K

Sector Composition

1 Financials 15.95%
2 Technology 14.18%
3 Healthcare 12.99%
4 Industrials 12.11%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.56%
113,428
+61,029
52
$10.8M 0.55%
236,672
+117,837
53
$10.7M 0.55%
128,015
+124,520
54
$10.7M 0.54%
58,057
+19,697
55
$10.5M 0.53%
99,492
-2,679
56
$10M 0.51%
168,974
-3,157
57
$9.76M 0.5%
149,087
+38,861
58
$9.74M 0.5%
162,561
+108,646
59
$9.67M 0.49%
373,986
+147,372
60
$9.62M 0.49%
154,589
+110,670
61
$9.61M 0.49%
46,547
+21,758
62
$9.48M 0.48%
17,500
+16,430
63
$9.07M 0.46%
84,618
+20,379
64
$8.61M 0.44%
96,560
+55,809
65
$8.61M 0.44%
210,816
+512
66
$8.15M 0.42%
140,792
+72,369
67
$8.11M 0.41%
118,280
-1,871
68
$8.1M 0.41%
172,624
+101,449
69
$7.95M 0.41%
129,254
-380
70
$7.91M 0.4%
98,579
+49,796
71
$7.61M 0.39%
+65,410
72
$7.12M 0.36%
45,553
-2,607
73
$7.01M 0.36%
73,037
-1,340
74
$6.86M 0.35%
93,757
+1,154
75
$6.82M 0.35%
151,328
+930
1 2
3
4 5