WA
Wheatland Advisors Portfolio holdings
AUM
$24.1M
1-Year Est. Return
5.34%
1 Year Est. Return
+5.34%
AUM
$19.7M
AUM Growth
-$58.8M
(-75%)
Holding
89
Top Sells
| 1 | +$3.94M | |
| 2 | +$2.82M | |
| 3 | +$1.29M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.28M |
| 5 |
Cisco
CSCO
|
+$1.22M |
Sector Composition
| 1 | Technology | 23.36% |
| 2 | Healthcare | 20.1% |
| 3 | Consumer Staples | 14.31% |
| 4 | Communication Services | 10.15% |
| 5 | Financials | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vulcan Materials
VMC
$38.6B
| – | – |
-27,350
|
|
||
77
Waters Corp
WAT
$22.9B
| – | – |
-1,100
|
|
||
78
Wells Fargo
WFC
$296B
| – | – |
-13,487
|
|
||
79
WPP
WPP
$4.75B
| – | – |
-7,560
|
|
||
80
Williams-Sonoma
WSM
$22.8B
| – | – |
-7,000
|
|
||
81
West Pharmaceutical
WST
$19.8B
| – | – |
-2,400
|
|
||
82
Exxon Mobil
XOM
$498B
| – | – |
-6,603
|
|
||
|
MRO
83
DELISTED
Marathon Oil Corporation
MRO
| – | – |
-13,711
|
|
||
|
DISCK
84
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| – | – |
-6,985
|
|
||
|
RIVE
85
DELISTED
Riverview Financial Corporation Common Stock
RIVE
| – | – |
-11,127
|
|
||
|
UN
86
DELISTED
Unilever NV New York Registry Shares
UN
| – | – |
-12,763
|
|
||
87
AbbVie
ABBV
$403B
| – | – |
-6,417
|
|
||
88
Abbott
ABT
$218B
| – | – |
-5,533
|
|
||
89
ACNB Corp
ACNB
$525M
| – | – |
-6,715
|
|