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
$3.37B
AUM Growth
+$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.61M

Top Sells

1
+$5.52M
2
+$2.57M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.86M
5
TXT icon
Textron
TXT
+$1.77M

Sector Composition

1 Technology 24.17%
2 Financials 11.44%
3 Industrials 7.75%
4 Healthcare 7.65%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
126
Southern Company
SO
$101B
$4.96M 0.15%
54,012
+2,609
IWN icon
127
iShares Russell 2000 Value ETF
IWN
$11.9B
$4.93M 0.15%
31,246
-853
KMI icon
128
Kinder Morgan
KMI
$59.1B
$4.68M 0.14%
159,309
+32,940
IWF icon
129
iShares Russell 1000 Growth ETF
IWF
$123B
$4.68M 0.14%
11,020
-247
OWL icon
130
Blue Owl Capital
OWL
$10.3B
$4.67M 0.14%
243,100
LMBS icon
131
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$4.6M 0.14%
+93,437
VEA icon
132
Vanguard FTSE Developed Markets ETF
VEA
$178B
$4.6M 0.14%
80,706
+20,596
BA icon
133
Boeing
BA
$148B
$4.59M 0.14%
21,885
-773
DFAC icon
134
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
$4.58M 0.14%
+127,890
SCHG icon
135
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$4.58M 0.14%
+156,753
BE icon
136
Bloom Energy
BE
$32B
$4.57M 0.14%
191,000
+44,000
MPC icon
137
Marathon Petroleum
MPC
$58.2B
$4.48M 0.13%
26,964
+5,922
IEFA icon
138
iShares Core MSCI EAFE ETF
IEFA
$156B
$4.36M 0.13%
52,283
+22,426
UBSI icon
139
United Bankshares
UBSI
$5.16B
$4.34M 0.13%
119,098
-68
TSM icon
140
TSMC
TSM
$1.49T
$4.33M 0.13%
19,139
+2,789
IVE icon
141
iShares S&P 500 Value ETF
IVE
$42.1B
$4.25M 0.13%
21,748
-283
VRNS icon
142
Varonis Systems
VRNS
$4.03B
$4.12M 0.12%
81,200
FDX icon
143
FedEx
FDX
$61.8B
$4.08M 0.12%
17,965
-843
APH icon
144
Amphenol
APH
$170B
$4.07M 0.12%
41,194
-300
MOG.A icon
145
Moog Inc Class A
MOG.A
$6.38B
$4.02M 0.12%
22,198
IJR icon
146
iShares Core S&P Small-Cap ETF
IJR
$85B
$4.01M 0.12%
36,694
+4,067
AXP icon
147
American Express
AXP
$254B
$4.01M 0.12%
12,558
+7,605
HBAN icon
148
Huntington Bancshares
HBAN
$24.6B
$3.95M 0.12%
235,674
+81,333
EMR icon
149
Emerson Electric
EMR
$72.9B
$3.95M 0.12%
29,592
-99
GIS icon
150
General Mills
GIS
$25B
$3.89M 0.12%
75,061
+4,612
4 5
6
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