WI
WBI Investments Portfolio holdings
AUM
$385M
1-Year Return
15.2%
This Quarter Return
+4.01%
1 Year Return
+15.2%
3 Year Return
+56.89%
5 Year Return
+123.19%
10 Year Return
+349.02%
AUM
$618M
AUM Growth
-$6.27M
(-1%)
Cap. Flow
-$20.1M
Cap. Flow
% of AUM
-3.25%
Top 10 Holdings %
Top 10 Hldgs %
36.02%
Holding
249
New
78
Increased
51
Reduced
46
Closed
72
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$34.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.1M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$12.8M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$9.98M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$8.95M |
Top Sells
Sector Composition
| 1 | Energy | 9.14% |
| 2 | Financials | 9% |
| 3 | Healthcare | 8.98% |
| 4 | Consumer Staples | 5.28% |
| 5 | Industrials | 4.98% |
