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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
$3.97B
AUM Growth
-$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$87.3M
3
+$74.9M
4
BA icon
Boeing
BA
+$61.7M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$59.3M

Top Sells

1
+$124M
2
+$115M
3
+$83.9M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$83.3M
5
WMT icon
Walmart Inc
WMT
+$82.2M

Sector Composition

1 Consumer Discretionary 8.14%
2 Healthcare 7.16%
3 Industrials 6.98%
4 Energy 5.85%
5 Technology 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-2,237,721
302
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-80,371
303
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-490,620
304
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-82,458
305
– –
-299,221
306
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-137,095
307
– –
-14,248
308
– –
-113,464
309
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-230,997
310
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-163,003
311
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-49,272
312
– –
-68,888
313
– –
-807,100
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