WI

WBI Investments Portfolio holdings

AUM $385M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$67.8M
3
+$24.6M
4
WBIG icon
WBI BullBear Yield 3000 ETF
WBIG
+$23.3M
5
T icon
AT&T
T
+$21.4M

Top Sells

1
+$214M
2
+$75.3M
3
+$65.4M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$16.6M
5
WBIR
WBI BullBear Global Rotation ETF
WBIR
+$14.5M

Sector Composition

1 Consumer Discretionary 11.61%
2 Financials 9.34%
3 Industrials 7.6%
4 Technology 6.17%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
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