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 | |
|---|---|---|---|---|---|---|---|
| $236K | 0.01% | 18,557 -200 | -1% | -$2.55K | |||
| $236K | 0.01% | 3,577 -1,952 | -35% | -$129K | |||
| $236K | 0.01% | 1,079 -150 | -12% | -$32.8K | |||
| $235K | 0.01% | 1,858 -66 | -3% | -$8.34K | |||
| $234K | 0.01% | 2,391 +1 | +0% | +$98 | |||
| $233K | 0.01% | 1,031 -475 | -32% | -$107K | |||
| $232K | 0.01% | 4,800 +28 | +0.6% | +$1.35K | |||
| $232K | 0.01% | 6,770 | – | – | |||
| $231K | 0.01% | 5,958 -1,225 | -17% | -$47.6K | |||
| $230K | 0.01% | 11,646 +530 | +5% | +$10.5K | |||
| $230K | 0.01% | 362 | New | +$230K | |||
| $228K | 0.01% | 1,476 | New | +$228K | |||
| $227K | 0.01% | 2,180 -56 | -3% | -$5.84K | |||
| $227K | 0.01% | 1,815 | New | +$227K | |||
| $225K | 0.01% | 8,587 | – | – | |||
| $225K | 0.01% | 4,988 | New | +$225K | |||
| $225K | 0.01% | 5,790 +96 | +2% | +$3.73K | |||
| $224K | 0.01% | 8,720 -3,519 | -29% | -$90.5K | |||
| $224K | 0.01% | 3,802 | New | +$224K | |||
| $221K | 0.01% | 8,422 | New | +$221K | |||
| $221K | 0.01% | 3,293 | New | +$221K | |||
| $221K | 0.01% | 18,598 +4,265 | +30% | +$50.6K | |||
| $220K | 0.01% | 12,128 +934 | +8% | +$17K | |||
| $220K | 0.01% | 866 +46 | +6% | +$11.7K | |||
| $219K | 0.01% | 3,596 | New | +$219K |
