WI

WBI Investments Portfolio holdings

AUM $391M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$7.17M
3
+$6.16M
4
GRMN icon
Garmin
GRMN
+$5.83M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.53M

Top Sells

1
+$22.7M
2
+$7.77M
3
+$7.36M
4
FIX icon
Comfort Systems
FIX
+$6.26M
5
HLT icon
Hilton Worldwide
HLT
+$6.14M

Sector Composition

1 Financials 13.17%
2 Technology 7.93%
3 Consumer Discretionary 6.88%
4 Healthcare 4.76%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
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