WI

WBI Investments Portfolio holdings

AUM $391M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$53.3M
3
+$13.8M
4
HAS icon
Hasbro
HAS
+$12.8M
5
TXN icon
Texas Instruments
TXN
+$11.4M

Top Sells

1
+$65.2M
2
+$55.5M
3
+$17.5M
4
WBII
WBI BullBear Global Income ETF
WBII
+$16.6M
5
WBIC
WBI BullBear Yield 2000 ETF
WBIC
+$14.8M

Sector Composition

1 Financials 10.61%
2 Technology 9.73%
3 Consumer Discretionary 8.97%
4 Industrials 6.1%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
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