We are live on ! Find out more
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
$400M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.42M
3
+$4.31M
4
KMB icon
Kimberly-Clark
KMB
+$4.3M
5
THG icon
Hanover Insurance
THG
+$3.97M

Top Sells

1
+$3.94M
2
+$3.79M
3
+$3.38M
4
BDX icon
Becton Dickinson
BDX
+$3.1M
5
PANW icon
Palo Alto Networks
PANW
+$2.95M

Sector Composition

1 Financials 11.86%
2 Consumer Discretionary 8.81%
3 Technology 7.24%
4 Consumer Staples 5.71%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-23,295
277
– –
-84,633
278
– –
-12,666
279
– –
-3,501
280
– –
-4,252
281
– –
-3,330
282
– –
-18,527
283
– –
-2,592
284
– –
-1,497
285
– –
-15,446
286
– –
-733
287
– –
-12,323
288
– –
-10,931
289
– –
-1,870
290
– –
-14,831
291
– –
-15,118
292
– –
-4,919
293
– –
-2,446
294
– –
-6,344
295
– –
-7,958
296
– –
-21,934
297
– –
-2,272
8 9 10 11
12