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 | |
|---|---|---|---|---|---|---|---|
| $391K | 0.01% | 16,712 +13 | +0.1% | +$304 | |||
| $390K | 0.01% | 5,134 -1 | -0% | -$76 | |||
| $386K | 0.01% | 15,410 -23,133 | -60% | -$580K | |||
| $384K | 0.01% | 5,285 -513 | -9% | -$37.3K | |||
| $384K | 0.01% | 14,220 | – | – | |||
| $382K | 0.01% | 5,322 +9 | +0.2% | +$647 | |||
| $378K | 0.01% | 5,434 +366 | +7% | +$25.5K | |||
| $377K | 0.01% | 4,441 +931 | +27% | +$79.1K | |||
| $375K | 0.01% | 8,789 -43 | -0.5% | -$1.83K | |||
| $375K | 0.01% | 3,581 -2,424 | -40% | -$254K | |||
| $373K | 0.01% | 8,101 +1,310 | +19% | +$60.4K | |||
| $372K | 0.01% | 658 -24 | -4% | -$13.6K | |||
| $370K | 0.01% | 14,872 | New | +$370K | |||
| $369K | 0.01% | 3,323 +958 | +41% | +$106K | |||
| $369K | 0.01% | 5,037 +1,234 | +32% | +$90.3K | |||
| $369K | 0.01% | 9,641 +3,247 | +51% | +$124K | |||
| $368K | 0.01% | 2,400 +164 | +7% | +$25.1K | |||
| $368K | 0.01% | 5,075 | New | +$368K | |||
| $366K | 0.01% | 3,557 -8,490 | -70% | -$873K | |||
| $365K | 0.01% | 8,834 +904 | +11% | +$37.4K | |||
| $365K | 0.01% | 1,877 | New | +$365K | |||
| $365K | 0.01% | 4,481 +1,852 | +70% | +$151K | |||
| $364K | 0.01% | 18,084 -12,360 | -41% | -$249K | |||
| $364K | 0.01% | 28,133 +9,735 | +53% | +$126K | |||
| $363K | 0.01% | 2,296 +800 | +53% | +$127K |
