WI

WBI Investments Portfolio holdings

AUM $384M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
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 +$82.8M
2 +$77.7M
3 +$76.2M
4
VZ icon
Verizon
VZ
+$62.7M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$55.7M

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