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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
$552M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$8.01M
3
+$7.78M
4
MSFT icon
Microsoft
MSFT
+$6.49M
5
META icon
Meta Platforms (Facebook)
META
+$5.9M

Top Sells

1
+$10.3M
2
+$7.84M
3
+$6.63M
4
GILD icon
Gilead Sciences
GILD
+$6.58M
5
KR icon
Kroger
KR
+$5.61M

Sector Composition

1 Consumer Discretionary 9.37%
2 Technology 9.14%
3 Financials 7.3%
4 Industrials 7.2%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-20,465
227
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-17,476
228
– –
-11,366
229
– –
-3,059
230
– –
-33,454
231
– –
-22,248
232
– –
-16,002
233
– –
-95,562
234
– –
-28,833
235
– –
-22,669
236
– –
-10,580
6 7 8 9
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