WI
WBI Investments Portfolio holdings
AUM
$385M
This Quarter Return
-2.56%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$529M
AUM Growth
+$529M
(-43%)
Cap. Flow
-$330M
Cap. Flow
% of AUM
-62.35%
Top 10 Holdings %
Top 10 Hldgs %
73.26%
Holding
217
New
29
Increased
18
Reduced
37
Closed
133
Top Buys
Top Sells
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$105M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$67.8M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$57.6M |
| 4 |
CDW
CDW
|
$14.5M |
| 5 |
AbbVie
ABBV
|
$13.3M |
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Consumer Discretionary | 2.62% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 1.89% |
| 5 | Communication Services | 1.24% |
