WIA
World Investment Advisors Portfolio holdings
AUM $3.84B
AUM
$3.84B
AUM Growth
+$198M (+5%)
Cap. Flow
+$335M
Cap. Flow % of AUM
8.72%
Top 10 Holdings %Top 10 Hldgs %
18.69%
Holding
1,117
New
119
Increased
567
Reduced
304
Closed
71
Top Buys
| 1 | $64.7M | |
| 2 | $39.2M | |
| 3 | $38.8M | |
| 4 | $31.9M | |
| 5 | $30.4M |
Top Sells
| 1 | $48.4M | |
| 2 | $38.7M | |
| 3 | $31.7M | |
| 4 | $25.4M | |
| 5 | $20.8M |
Sector Composition
| 1 | Technology | 12.53% |
| 2 | Financials | 7.89% |
| 3 | Healthcare | 5.83% |
| 4 | Consumer Discretionary | 4.61% |
| 5 | Consumer Staples | 4.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $843K | 0.02% | 23,634 -1,515 | -6% | -$54K | |||
| $842K | 0.02% | 37,084 -2,063 | -5% | -$46.9K | |||
| $838K | 0.02% | 5,893 -65 | -1% | -$9.24K | |||
| $836K | 0.02% | 13,139 | – | – | |||
| $830K | 0.02% | 2,266 -76 | -3% | -$27.9K | |||
| $816K | 0.02% | 5,530 +939 | +20% | +$139K | |||
| $815K | 0.02% | 4,907 +1,029 | +27% | +$171K | |||
| $814K | 0.02% | 2,332 +676 | +41% | +$236K | |||
| $810K | 0.02% | 9,315 +3,528 | +61% | +$307K | |||
| $806K | 0.02% | 25,234 -1,276 | -5% | -$40.8K | |||
| $800K | 0.02% | 1,654 +27 | +2% | +$13.1K | |||
| $790K | 0.02% | 17,855 +8,220 | +85% | +$364K | |||
| $789K | 0.02% | 1,160 +340 | +41% | +$231K | |||
| $783K | 0.02% | 3,500 +169 | +5% | +$37.8K | |||
| $783K | 0.02% | 31,532 +1,527 | +5% | +$37.9K | |||
| $779K | 0.02% | 2,942 +79 | +3% | +$20.9K | |||
| $772K | 0.02% | 13,635 | New | +$772K | |||
| $767K | 0.02% | 5,823 -97 | -2% | -$12.8K | |||
| $767K | 0.02% | 6,933 +922 | +15% | +$102K | |||
| $756K | 0.02% | 20,100 | – | – | |||
| $753K | 0.02% | 6,653 +3,862 | +138% | +$437K | |||
| $752K | 0.02% | 16,208 | New | +$752K | |||
| $751K | 0.02% | 23,925 +3 | +0% | +$94 | |||
| $749K | 0.02% | 8,099 +3,457 | +74% | +$320K | |||
| $748K | 0.02% | 15,223 -99 | -0.7% | -$4.87K |
