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WI

WBI Investments Portfolio holdings

AUM $362M
1-Year Est. Return 23.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$92.8M
2
+$46.4M
3
+$38.2M
4
LLY icon
Eli Lilly
LLY
+$35.1M
5
CPB icon
Campbell Soup
CPB
+$31.3M

Top Sells

1
+$93.6M
2
+$53.7M
3
+$45.8M
4
SU icon
Suncor Energy
SU
+$34.6M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$34.3M

Sector Composition

1 Financials 16.68%
2 Consumer Discretionary 9.23%
3 Consumer Staples 8.77%
4 Technology 8.29%
5 Real Estate 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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127
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128
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129
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130
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-3,065,055
131
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-965,924
132
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133
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135
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-279,659
136
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138
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139
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-139,316
140
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-182,052
141
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-420,960
142
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-34,645
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