WI
WBI Investments Portfolio holdings
AUM
$385M
1-Year Return
15.2%
This Quarter Return
+5.64%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$651M
AUM Growth
+$14.1M
(+2.2%)
Cap. Flow
-$5.08M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
44.57%
Holding
258
New
83
Increased
47
Reduced
47
Closed
81
Top Buys
| 1 |
eBay
EBAY
|
$11.1M |
| 2 |
OneMain Financial
OMF
|
$10.8M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$9.19M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$9.08M |
| 5 |
Apple
AAPL
|
$8.55M |
Top Sells
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$18M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$12.4M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$12.1M |
| 4 |
Microsoft
MSFT
|
$8.56M |
| 5 |
Target
TGT
|
$8.1M |
Sector Composition
| 1 | Consumer Discretionary | 9.24% |
| 2 | Technology | 7.39% |
| 3 | Financials | 6.63% |
| 4 | Consumer Staples | 5.8% |
| 5 | Healthcare | 5.42% |
