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 | |
|---|---|---|---|---|---|---|---|
| $251K | 0.01% | 3,479 +982 | +39% | +$70.9K | |||
| $251K | 0.01% | 6,293 | New | +$251K | |||
| $251K | 0.01% | 4,948 +41 | +0.8% | +$2.08K | |||
| $250K | 0.01% | 5,978 -167 | -3% | -$6.99K | |||
| $249K | 0.01% | 8,516 +491 | +6% | +$14.4K | |||
| $249K | 0.01% | 2,180 +653 | +43% | +$74.6K | |||
| $249K | 0.01% | 3,154 | New | +$249K | |||
| $248K | 0.01% | 9,753 | New | +$248K | |||
| $247K | 0.01% | 4,390 | New | +$247K | |||
| $247K | 0.01% | 3,922 +70 | +2% | +$4.41K | |||
| $247K | 0.01% | 3,821 | – | – | |||
| $246K | 0.01% | 734 -200 | -21% | -$66.9K | |||
| $245K | 0.01% | 1,108 | New | +$245K | |||
| $243K | 0.01% | 2,980 -954 | -24% | -$77.9K | |||
| $242K | 0.01% | 4,912 +306 | +7% | +$15.1K | |||
| $242K | 0.01% | 10,723 | New | +$242K | |||
| $242K | 0.01% | 5,894 | New | +$242K | |||
| $242K | 0.01% | 12,406 -937 | -7% | -$18.3K | |||
| $242K | 0.01% | 5,242 +420 | +9% | +$19.4K | |||
| $241K | 0.01% | 4,743 | – | – | |||
| $241K | 0.01% | 5,370 | New | +$241K | |||
| $241K | 0.01% | 5,745 +163 | +3% | +$6.83K | |||
| $240K | 0.01% | 3,502 +1 | +0% | +$68 | |||
| $239K | 0.01% | 2,956 -4,619 | -61% | -$374K | |||
| $238K | 0.01% | 2,133 | New | +$238K |
