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
1376
$222K 0.01%
+15,924
1377
$222K 0.01%
+14,815
1378
$222K 0.01%
+7,223
1379
$222K 0.01%
+25,001
1380
$221K 0.01%
+9,003
1381
$221K 0.01%
+753
1382
$220K 0.01%
+62,810
1383
$220K 0.01%
+13,348
1384
$220K 0.01%
+7,179
1385
$220K 0.01%
+6,742
1386
$219K 0.01%
+5,412
1387
$219K 0.01%
+11,398
1388
$219K 0.01%
+37,648
1389
$219K 0.01%
+2,871
1390
$219K 0.01%
+7,829
1391
$218K 0.01%
+6,043
1392
$217K 0.01%
+4,740
1393
$217K 0.01%
+5,229
1394
$217K 0.01%
+8,819
1395
$216K 0.01%
+2,899
1396
$216K 0.01%
+15,079
1397
$216K 0.01%
+6,261
1398
$216K 0.01%
+3,675
1399
$216K 0.01%
+120,249
1400
$214K 0.01%
+2,015
54 55
56
57 58