WI
WBI Investments Portfolio holdings
AUM
$385M
This Quarter Return
-2.04%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$2.89B
AUM Growth
+$2.89B
(-27%)
Cap. Flow
-$1.01B
Cap. Flow
% of AUM
-34.79%
Top 10 Holdings %
Top 10 Hldgs %
41.42%
Holding
305
New
90
Increased
32
Reduced
21
Closed
162
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$157M |
| 2 |
AbbVie
ABBV
|
$104M |
| 3 |
Archer Daniels Midland
ADM
|
$82.8M |
| 4 |
General Dynamics
GD
|
$76.1M |
| 5 |
Sanofi
SNY
|
$66.2M |
Sector Composition
| 1 | Consumer Discretionary | 7.24% |
| 2 | Consumer Staples | 5.62% |
| 3 | Industrials | 5.4% |
| 4 | Financials | 5.03% |
| 5 | Technology | 1.38% |