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
$1.39B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$96.3M
2 +$76.2M
3 +$75.2M
4
VZ icon
Verizon
VZ
+$61.8M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$55.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.54%
2 Communication Services 12.18%
3 Consumer Discretionary 10.38%
4 Industrials 7.47%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$291K 0.02%
+11,944