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
1276
$259K 0.01%
+5,097
1277
$259K 0.01%
+5,714
1278
$258K 0.01%
+11,159
1279
$257K 0.01%
+4,604
1280
$257K 0.01%
+5,634
1281
$257K 0.01%
+6,724
1282
$254K 0.01%
+13,216
1283
$254K 0.01%
+10,622
1284
$254K 0.01%
+3,082
1285
$253K 0.01%
+8,144
1286
$253K 0.01%
+9,172
1287
$253K 0.01%
+1,478
1288
$253K 0.01%
+11,259
1289
$253K 0.01%
+5,237
1290
$252K 0.01%
+17,729
1291
$251K 0.01%
+26,493
1292
$251K 0.01%
+11,368
1293
$251K 0.01%
+8,094
1294
$251K 0.01%
+4,080
1295
$251K 0.01%
+5,717
1296
$251K 0.01%
+5,893
1297
$251K 0.01%
+2,733
1298
$251K 0.01%
+5,148
1299
$250K 0.01%
+6,226
1300
$250K 0.01%
+30,553
50 51
52
53 54