WA

Wheatland Advisors Portfolio holdings

AUM $24.1M
1-Year Est. Return 5.34%
This Quarter Est. Return
1 Year Est. Return
+5.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$405K
3
+$203K
4
ACNB icon
ACNB Corp
ACNB
+$202K
5
HSY icon
Hershey
HSY
+$201K

Top Sells

1
+$191K
2
+$183K
3
+$72.1K
4
BMY icon
Bristol-Myers Squibb
BMY
+$47.2K
5
ESV
Ensco Rowan plc
ESV
+$41.9K

Sector Composition

1 Healthcare 21.67%
2 Energy 19.37%
3 Industrials 11.89%
4 Technology 10.54%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.28%
6,300
77
$262K 0.26%
3,412
78
$258K 0.25%
3,000
79
$230K 0.22%
9,450
80
$230K 0.22%
3,270
81
$226K 0.22%
3,450
82
$222K 0.22%
2,721
+3
83
$222K 0.22%
7,000
84
$203K 0.2%
+4,970
85
$202K 0.2%
+9,308
86
$201K 0.2%
+1,938
87
$200K 0.19%
12,050
-800
88
$142K 0.14%
13,471
89
$96K 0.09%
11,428
1 2 3
4