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 | |
|---|---|---|---|---|---|---|---|
| $577K | 0.01% | 7,189 +1,251 | +21% | +$100K | |||
| $575K | 0.01% | 20,193 | New | +$575K | |||
| $575K | 0.01% | 18,466 +3,243 | +21% | +$101K | |||
| $574K | 0.01% | 14,819 +5,094 | +52% | +$197K | |||
| $574K | 0.01% | 5,612 +53 | +1% | +$5.42K | |||
| $566K | 0.01% | 2,756 +485 | +21% | +$99.7K | |||
| $563K | 0.01% | 5,038 +57 | +1% | +$6.37K | |||
| $562K | 0.01% | 6,311 +3,284 | +108% | +$292K | |||
| $559K | 0.01% | 6,610 -900 | -12% | -$76.1K | |||
| $557K | 0.01% | 9,370 +1,490 | +19% | +$88.5K | |||
| $556K | 0.01% | 1,708 -8,873 | -84% | -$2.89M | |||
| $556K | 0.01% | 19,562 +12,324 | +170% | +$350K | |||
| $555K | 0.01% | 10,138 +975 | +11% | +$53.4K | |||
| $554K | 0.01% | 6,091 -4,499 | -42% | -$410K | |||
| $553K | 0.01% | 6,466 +439 | +7% | +$37.5K | |||
| $551K | 0.01% | 10,773 +1,413 | +15% | +$72.2K | |||
| $548K | 0.01% | 4,688 -290 | -6% | -$33.9K | |||
| $547K | 0.01% | 12,019 +1,411 | +13% | +$64.2K | |||
| $547K | 0.01% | 4,301 +42 | +1% | +$5.34K | |||
| $545K | 0.01% | 4,507 | – | – | |||
| $544K | 0.01% | 2,666 | New | +$544K | |||
| $544K | 0.01% | 667 -248 | -27% | -$202K | |||
| $542K | 0.01% | 4,910 -6,162 | -56% | -$681K | |||
| $542K | 0.01% | 2,686 +180 | +7% | +$36.3K | |||
| $541K | 0.01% | 16,002 -5,613 | -26% | -$190K |
