WAM

World Asset Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 42.41%
This Quarter Est. Return
1 Year Est. Return
+42.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.2M
3
+$2.83M
4
MRK icon
Merck
MRK
+$1.14M
5
TWTR
Twitter, Inc.
TWTR
+$1.14M

Top Sells

1
+$4.62M
2
+$3.73M
3
+$3.64M
4
TM icon
Toyota
TM
+$2.11M
5
NVS icon
Novartis
NVS
+$1.96M

Sector Composition

1 Technology 16.2%
2 Financials 15.12%
3 Healthcare 11.95%
4 Consumer Discretionary 9.8%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$509K 0.02%
5,133
-23
652
$506K 0.02%
17,593
+405
653
$503K 0.02%
9,710
+347
654
$502K 0.02%
9,638
-129
655
$498K 0.02%
7,276
-1,014
656
$494K 0.02%
7,598
-49
657
$492K 0.02%
13,113
-4,286
658
$490K 0.02%
8,623
+126
659
$487K 0.02%
30,240
+304
660
$487K 0.02%
3,872
+57
661
$486K 0.02%
3,269
+43
662
$485K 0.02%
7,660
-2,485
663
$485K 0.02%
4,921
-12
664
$484K 0.02%
842
+3
665
$482K 0.02%
6,324
-2,068
666
$481K 0.02%
3,934
+12
667
$481K 0.02%
2,164
+31
668
$479K 0.02%
6,197
-79
669
$479K 0.02%
11,393
-842
670
$476K 0.02%
7,301
-173
671
$476K 0.02%
+3,307
672
$476K 0.02%
3,566
-42
673
$474K 0.02%
6,270
-118
674
$472K 0.02%
83,828
+585
675
$472K 0.02%
10,629
-1,413
25 26
27
28 29