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
$482M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.58M
3
+$970K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$957K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$840K

Top Sells

1
+$5.35M
2
+$1.73M
3
+$1.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$854K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$818K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.6%
3 Energy 1.19%
4 Healthcare 1.02%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.05%
8,130
+180
227
$243K 0.05%
3,558
228
$242K 0.05%
1,463
-50
229
$240K 0.05%
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-10
230
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4,465
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231
$235K 0.05%
4,425
232
$229K 0.05%
2,285
+2
233
$228K 0.05%
11,281
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234
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4,910
235
$226K 0.05%
4,378
236
$226K 0.05%
2,484
+31
237
$226K 0.05%
8,946
-33,822
238
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440
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239
$223K 0.05%
2,628
-56
240
$222K 0.05%
3,384
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241
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+150
242
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+1,632
243
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244
$217K 0.05%
3,278
-14
245
$216K 0.04%
2,094
246
$215K 0.04%
2,047
+2
247
$213K 0.04%
4,251
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248
$213K 0.04%
1,347
-1,791
249
$210K 0.04%
+3,330
250
$209K 0.04%
6,405
-288
8 9
10
11 12