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 | |
|---|---|---|---|---|---|---|---|
| $481K | 0.01% | 28,671 +1,585 | +6% | +$26.6K | |||
| $477K | 0.01% | 4,992 +29 | +0.6% | +$2.77K | |||
| $476K | 0.01% | 23,450 -13,101 | -36% | -$266K | |||
| $476K | 0.01% | 1,800 +290 | +19% | +$76.7K | |||
| $474K | 0.01% | 7,305 -1,359 | -16% | -$88.2K | |||
| $473K | 0.01% | 1,950 | New | +$473K | |||
| $472K | 0.01% | 18,178 +6,721 | +59% | +$175K | |||
| $472K | 0.01% | 5,484 -3,050 | -36% | -$262K | |||
| $470K | 0.01% | 23,664 -342 | -1% | -$6.8K | |||
| $470K | 0.01% | 46,836 +23,403 | +100% | +$235K | |||
| $470K | 0.01% | 41,163 +9,013 | +28% | +$103K | |||
| $466K | 0.01% | 4,002 | – | – | |||
| $465K | 0.01% | 12,207 +5,731 | +89% | +$218K | |||
| $465K | 0.01% | 7,386 -555 | -7% | -$34.9K | |||
| $464K | 0.01% | 4,603 +1,217 | +36% | +$123K | |||
| $460K | 0.01% | 4,086 +799 | +24% | +$89.9K | |||
| $456K | 0.01% | 24,184 -693 | -3% | -$13.1K | |||
| $455K | 0.01% | 16,373 +1,079 | +7% | +$30K | |||
| $453K | 0.01% | 29,376 +1,591 | +6% | +$24.5K | |||
| $452K | 0.01% | 14,857 +546 | +4% | +$16.6K | |||
| $449K | 0.01% | 1,942 -743 | -28% | -$172K | |||
| $449K | 0.01% | 1,681 +100 | +6% | +$26.7K | |||
| $448K | 0.01% | 8,891 | New | +$448K | |||
| $445K | 0.01% | 8,826 -88 | -1% | -$4.44K | |||
| $443K | 0.01% | 2,816 | New | +$443K |
