WI
WBI Investments Portfolio holdings
AUM
$391M
1-Year Est. Return
18.13%
This Fund
S&P 500
1 Year Est. Return
+18.13%
AUM
$391M
AUM Growth
+$5.85M
(+1.5%)
Holding
381
Top Buys
| 1 | +$3.22M | |
| 2 | +$2.92M | |
| 3 | +$2.68M | |
| 4 |
Eversource Energy
ES
|
+$2.6M |
| 5 |
Red Rock Resorts
RRR
|
+$2.37M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$3.09M | |
| 3 | +$2.61M | |
| 4 |
Comfort Systems
FIX
|
+$2.52M |
| 5 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
+$2.34M |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 6.77% |
| 4 | Industrials | 6.42% |
| 5 | Healthcare | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Vistra
VST
$56.1B
| – | – |
-2,083
|
|
||
377
Wabtec
WAB
$39.1B
| – | – |
-3,507
|
|
||
378
Workday
WDAY
$49.7B
| – | – |
-1,358
|
|
||
379
WesBanco
WSBC
$3.29B
| – | – |
-25,112
|
|
||
380
Willis Towers Watson
WTW
$30.1B
| – | – |
-4,542
|
|
||
381
Zscaler
ZS
$34.1B
| – | – |
-4,257
|
|