WI
WBI Investments Portfolio holdings
AUM
$385M
1-Year Return
15.2%
This Quarter Return
-4.46%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$886M
AUM Growth
-$953M
(-52%)
Cap. Flow
-$846M
Cap. Flow
% of AUM
-95.51%
Top 10 Holdings %
Top 10 Hldgs %
67.57%
Holding
258
New
19
Increased
17
Reduced
47
Closed
175
Top Buys
Top Sells
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$245M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$57.4M |
| 3 |
Verizon
VZ
|
$41.5M |
| 4 |
Interpublic Group of Companies
IPG
|
$31.1M |
| 5 |
AT&T
T
|
$30.8M |
Sector Composition
| 1 | Consumer Staples | 4.04% |
| 2 | Consumer Discretionary | 2.92% |
| 3 | Industrials | 1.63% |
| 4 | Communication Services | 1.55% |
| 5 | Financials | 1.54% |
