WBIF Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$22.1M
Expense ratio1.65%
Dividend yield-0.21%
InceptionAug 25, 2014

Top holdings (70 total)

#NameWeight
1
Us Bank Mmda Usbfs 2
6.80%
2
PEGA
Pegasystems inc
2.73%
3
HPQ
Hp inc
2.67%
4
TT
Trane Technologies plc Class a
2.62%
5
BALL
Ball Corp
2.39%
6
TW
Tradeweb Markets inc
2.36%
7
ROST
Ross Stores inc
2.34%
8
IBKR
Interactive Brokers Group inc Class a
2.27%
9
SCCO
Southern Copper Corp
2.22%
10
COF
Capital one Financial Corp
2.11%
Page 1 of 7 · 70 total

Sector breakdown

#NameWeight
1
Information Technology
20.30%
2
Financials
19.00%
3
Industrials
15.50%
4
Energy
10.60%
5
Materials
8.80%
6
Consumer Discretionary
6.60%
7
Healthcare
5.20%
8
Consumer Staples
2.60%
9
Communication Services
1.90%
10
Utilities
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

29 articles · sorted by date
Page 1 of 2 · 29 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer