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 | |
|---|---|---|---|---|---|---|---|
| $413K | 0.01% | 21,796 -518 | -2% | -$9.81K | |||
| $411K | 0.01% | 4,425 +22 | +0.5% | +$2.04K | |||
| $410K | 0.01% | 10,265 | New | +$410K | |||
| $410K | 0.01% | 9,996 | New | +$410K | |||
| $410K | 0.01% | 2,858 -694 | -20% | -$99.4K | |||
| $405K | 0.01% | 3,735 | New | +$405K | |||
| $404K | 0.01% | 1,093 +381 | +54% | +$141K | |||
| $403K | 0.01% | 9,108 -131 | -1% | -$5.8K | |||
| $403K | 0.01% | 8,194 | New | +$403K | |||
| $403K | 0.01% | 29,926 +533 | +2% | +$7.17K | |||
| $402K | 0.01% | 9,956 -37 | -0.4% | -$1.5K | |||
| $401K | 0.01% | 78,809 -9,421 | -11% | -$48K | |||
| $400K | 0.01% | 5,808 -41 | -0.7% | -$2.83K | |||
| $400K | 0.01% | 15,844 +566 | +4% | +$14.3K | |||
| $398K | 0.01% | 6,921 -37 | -0.5% | -$2.13K | |||
| $398K | 0.01% | 2,255 +966 | +75% | +$171K | |||
| $398K | 0.01% | 39,678 -5,670 | -13% | -$56.9K | |||
| $397K | 0.01% | 13,041 -359 | -3% | -$10.9K | |||
| $397K | 0.01% | 1,835 | New | +$397K | |||
| $396K | 0.01% | 800 -116 | -13% | -$57.4K | |||
| $395K | 0.01% | 13,750 -4,865 | -26% | -$140K | |||
| $393K | 0.01% | 13,369 -790 | -6% | -$23.2K | |||
| $392K | 0.01% | 27,328 +11,335 | +71% | +$163K | |||
| $391K | 0.01% | 2,840 +15 | +0.5% | +$2.07K | |||
| $391K | 0.01% | 5,234 +1,208 | +30% | +$90.2K |
