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
1576
$49K ﹤0.01%
+10,709
1577
$49K ﹤0.01%
+11,589
1578
$48K ﹤0.01%
+7,222
1579
$45K ﹤0.01%
+13,143
1580
$43K ﹤0.01%
+10,368
1581
$43K ﹤0.01%
+16
1582
$43K ﹤0.01%
+2,063
1583
$41K ﹤0.01%
+14,543
1584
$40K ﹤0.01%
+1,375
1585
$35K ﹤0.01%
+2,104
1586
$35K ﹤0.01%
+17,268
1587
$35K ﹤0.01%
+6,072
1588
$33K ﹤0.01%
+141
1589
$30K ﹤0.01%
+137
1590
$29K ﹤0.01%
+547
1591
$27K ﹤0.01%
+10,102
1592
$27K ﹤0.01%
+11,906
1593
$26K ﹤0.01%
+1,598
1594
$26K ﹤0.01%
+631
1595
$23K ﹤0.01%
+12,154
1596
$22K ﹤0.01%
+15,805
1597
$22K ﹤0.01%
+11,612
1598
$22K ﹤0.01%
+15,832
1599
$21K ﹤0.01%
+12,905
1600
$21K ﹤0.01%
+2,932
61 62 63
64
65