WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.05%
+3,740
227
$225K 0.05%
+1,610
228
$221K 0.05%
3,558
229
$219K 0.05%
7,700
230
$218K 0.05%
+3,388
231
$217K 0.05%
904
+43
232
$216K 0.05%
989
-50
233
$215K 0.05%
3,485
-6,390
234
$215K 0.05%
5,759
+124
235
$214K 0.05%
2,116
+10
236
$211K 0.05%
6,740
-262
237
$209K 0.05%
8,049
-2,533
238
$208K 0.05%
4,047
-1,689
239
$207K 0.05%
+4,659
240
$203K 0.05%
170
241
$178K 0.04%
10,750
242
$164K 0.04%
14,900
243
$153K 0.03%
15,000
244
$141K 0.03%
4,950
+1,333
245
$132K 0.03%
+11,292
246
$125K 0.03%
13,350
247
$117K 0.03%
18,996
+901
248
$96K 0.02%
+2,510
249
$37K 0.01%
1
250
– –
-2,480
7 8 9
10
11