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
1601
$21K ﹤0.01%
+10,169
1602
$20K ﹤0.01%
+1,793
1603
$19K ﹤0.01%
+18,831
1604
$19K ﹤0.01%
+11,317
1605
$18K ﹤0.01%
+3
1606
$18K ﹤0.01%
+34,097
1607
$17K ﹤0.01%
+1,848
1608
$17K ﹤0.01%
+11,164
1609
$12K ﹤0.01%
+5,546
1610
$11K ﹤0.01%
+1,775
1611
$0 ﹤0.01%
+2,914,714