WI
WBI Investments Portfolio holdings
AUM
$385M
1-Year Return
15.2%
This Quarter Return
+5.55%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$2.16B
AUM Growth
-$105M
(-4.6%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-8.65%
Top 10 Holdings %
Top 10 Hldgs %
36.01%
Holding
402
New
127
Increased
47
Reduced
101
Closed
127
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 12.2% |
| 2 | Industrials | 8.34% |
| 3 | Consumer Discretionary | 8.25% |
| 4 | Technology | 3.57% |
| 5 | Consumer Staples | 3.26% |