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
1451
$185K ﹤0.01%
+13,402
1452
$182K ﹤0.01%
+10,844
1453
$181K ﹤0.01%
+15,008
1454
$181K ﹤0.01%
+13,295
1455
$178K ﹤0.01%
+16,131
1456
$178K ﹤0.01%
+11,880
1457
$177K ﹤0.01%
+46,504
1458
$177K ﹤0.01%
+13,330
1459
$174K ﹤0.01%
+40,250
1460
$172K ﹤0.01%
+2,856
1461
$171K ﹤0.01%
+32,695
1462
$171K ﹤0.01%
+18,215
1463
$167K ﹤0.01%
+17,686
1464
$167K ﹤0.01%
+35,035
1465
$167K ﹤0.01%
+22,298
1466
$166K ﹤0.01%
+882
1467
$166K ﹤0.01%
+12,320
1468
$166K ﹤0.01%
+15,470
1469
$164K ﹤0.01%
+13,536
1470
$164K ﹤0.01%
+21,732
1471
$163K ﹤0.01%
+13,386
1472
$163K ﹤0.01%
+9,142
1473
$159K ﹤0.01%
+23,791
1474
$158K ﹤0.01%
+2,049
1475
$158K ﹤0.01%
+15,543
57 58
59
60 61