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WI
WBI Investments Portfolio holdings
AUM
$362M
1-Year Est. Return
23.75%
This Fund
S&P 500
1 Year Est. Return
+23.75%
AUM
$362M
AUM Growth
-$21.2M
(-5.5%)
Holding
429
Top Buys
| 1 | +$8.09M | |
| 2 | +$4.45M | |
| 3 | +$3.81M | |
| 4 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$3.26M |
| 5 |
Tradeweb Markets
TW
|
+$3.19M |
Top Sells
| 1 | +$5.47M | |
| 2 | +$3.72M | |
| 3 | +$3.35M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$2.71M |
| 5 |
Conagra Brands
CAG
|
+$2.55M |
Sector Composition
| 1 | Financials | 10.78% |
| 2 | Technology | 9.47% |
| 3 | Industrials | 6.26% |
| 4 | Consumer Discretionary | 5.88% |
| 5 | Energy | 4.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Motley Fool 100 Index ETF
TMFC
$2B
| – | – |
-5,011
|
|
||
427
Travel + Leisure Co
TNL
$4.63B
| – | – |
-11,500
|
|
||
428
Targa Resources
TRGP
$58.5B
| – | – |
-1,208
|
|
||
429
Trane Technologies
TT
$101B
| – | – |
-1,175
|
|