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WBI Large Cap Tactical Yield Shares(WBIG)

Description: The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the dividend-paying equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.


Keywords: Exchange Traded Fund ETF Dividend Stock Fund Dividend Yield Equity

Home Page: www.wbishares.com/pdf/WBIG_FS.pdf

WBIG Technical Analysis

Exchange: NYSE ARCA

Country: US

Currency: US Dollar ($)

Category: Large Value

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 54.56 0.00 54.56
Cash 45.44 0.00 45.44
Sector Weights
Sector Equity % Relative to Category
Energy 32.69 8.97
Healthcare 19.62 17.24
Consumer Cyclicals 13.27 6.51
Industrials 13.26 10.79
Technology 11.93 10.32
Consumer Defensive 9.24 8.51
World Regions
Region Equity % Relative to Category
North America 100.00 95.19
Japan 0.00 0.11
Australasia 0.00 0.01
Asia Emerging 0.00 0.05
Latin America 0.00 0.04
Asia Developed 0.00 0.29
United Kingdom 0.00 1.75
Europe Developed 0.00 2.56
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