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 | |
|---|---|---|---|---|---|---|---|
| $313K | 0.01% | 5,585 +154 | +3% | +$8.62K | |||
| $312K | 0.01% | 2,721 +1,050 | +63% | +$121K | |||
| $308K | 0.01% | 2,228 -296 | -12% | -$40.9K | |||
| $308K | 0.01% | 3,565 +210 | +6% | +$18.1K | |||
| $307K | 0.01% | 1,470 -11,115 | -88% | -$2.32M | |||
| $306K | 0.01% | 1,410 | New | +$306K | |||
| $303K | 0.01% | 4,105 -40 | -1% | -$2.95K | |||
| $299K | 0.01% | 27,397 +3 | +0% | +$33 | |||
| $299K | 0.01% | 2,811 | New | +$299K | |||
| $298K | 0.01% | 11,029 -81 | -0.7% | -$2.19K | |||
| $298K | 0.01% | 14,727 -764 | -5% | -$15.4K | |||
| $297K | 0.01% | 7,530 -1,700 | -18% | -$67.1K | |||
| $296K | 0.01% | 1,850 +3 | +0.2% | +$481 | |||
| $296K | 0.01% | 4,117 +753 | +22% | +$54.2K | |||
| $296K | 0.01% | 10,996 | New | +$296K | |||
| $296K | 0.01% | 11,287 -10,865 | -49% | -$285K | |||
| $294K | 0.01% | 2,433 +332 | +16% | +$40.1K | |||
| $294K | 0.01% | 4,854 +10 | +0.2% | +$605 | |||
| $294K | 0.01% | 7,769 -13,211 | -63% | -$499K | |||
| $293K | 0.01% | 3,372 | New | +$293K | |||
| $293K | 0.01% | 6,231 -1,329 | -18% | -$62.5K | |||
| $291K | 0.01% | 158 -19 | -11% | -$35K | |||
| $290K | 0.01% | 1,102 | New | +$290K | |||
| $288K | 0.01% | 4,808 +282 | +6% | +$16.9K | |||
| $288K | 0.01% | 13,702 | – | – |
