WI
WBI Investments Portfolio holdings
AUM
$385M
1-Year Return
15.2%
This Quarter Return
-1.44%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$3.36B
AUM Growth
+$1.03B
(+44%)
Cap. Flow
+$1.01B
Cap. Flow
% of AUM
30.17%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
233
New
126
Increased
21
Reduced
11
Closed
75
Top Buys
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$262M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$107M |
| 3 |
GameStop
GME
|
$67.5M |
| 4 |
Johnson Controls International
JCI
|
$53.4M |
| 5 |
AGNC Investment
AGNC
|
$51M |
Sector Composition
| 1 | Consumer Discretionary | 10.78% |
| 2 | Financials | 9.27% |
| 3 | Industrials | 7.73% |
| 4 | Technology | 6.36% |
| 5 | Energy | 5.58% |
