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WI

WBI Investments Portfolio holdings

AUM $362M
1-Year Est. Return 23.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.17M
3
+$7.15M
4
BBY icon
Best Buy
BBY
+$6.25M
5
FANG icon
Diamondback Energy
FANG
+$5.12M

Top Sells

1
+$18.9M
2
+$10.8M
3
+$10.8M
4
PFE icon
Pfizer
PFE
+$8.36M
5
BAC icon
Bank of America
BAC
+$8.03M

Sector Composition

1 Financials 10.54%
2 Industrials 7.51%
3 Technology 6.76%
4 Consumer Staples 5.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-23,087
227
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-45,585
228
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-36,566
229
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-47,814
230
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-128,111
231
– –
-20,373
232
– –
-3,596
233
– –
-81,174
234
– –
-27,580
235
– –
-15,088
236
– –
-31,703
237
– –
-60,334
238
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-65,709
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