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
$2.62B
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$98.7M
2
+$65.8M
3
+$40.6M
4
RF icon
Regions Financial
RF
+$39.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$39.2M

Top Sells

1
+$81.1M
2
+$80.9M
3
+$68.8M
4
HOG icon
Harley-Davidson
HOG
+$68.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$63.2M

Sector Composition

1 Financials 11.87%
2 Consumer Discretionary 8.12%
3 Industrials 5.27%
4 Technology 3.93%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
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