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
$4.31B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,804
New
Increased
Reduced
Closed

Top Buys

1
+$84.1M
2
+$73.3M
3
+$53.4M
4
CVX icon
Chevron
CVX
+$47.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.36%
2 Technology 11.48%
3 Healthcare 11.05%
4 Energy 10.19%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$464K 0.01%
+7,248
977
$456K 0.01%
+6,886
978
$455K 0.01%
+11,389
979
$454K 0.01%
+11,400
980
$454K 0.01%
+27,840
981
$453K 0.01%
+17,047
982
$453K 0.01%
+14,580
983
$453K 0.01%
+15,534
984
$453K 0.01%
+258,922
985
$449K 0.01%
+3,135
986
$449K 0.01%
+10,414
987
$446K 0.01%
+12,236
988
$445K 0.01%
+31,731
989
$442K 0.01%
+18,214
990
$441K 0.01%
+20,598
991
$439K 0.01%
+10,194
992
$438K 0.01%
+4,848
993
$438K 0.01%
+65,468
994
$436K 0.01%
+20,307
995
$436K 0.01%
+705
996
$436K 0.01%
+14,337
997
$435K 0.01%
+21,726
998
$434K 0.01%
+29,378
999
$434K 0.01%
+37,674
1000
$433K 0.01%
+10,112
38 39
40
41 42