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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.05%
3,184
-34
227
$237K 0.05%
1,398
228
$233K 0.05%
+337
229
$228K 0.04%
+2,326
230
$228K 0.04%
7,422
231
$223K 0.04%
5,998
232
$223K 0.04%
3,526
+2
233
$222K 0.04%
+2,497
234
$217K 0.04%
8,386
235
$214K 0.04%
+6,260
236
$212K 0.04%
10,750
237
$212K 0.04%
1,750
-735
238
$212K 0.04%
+851
239
$212K 0.04%
15,000
240
$211K 0.04%
+11,757
241
$208K 0.04%
2,097
242
$207K 0.04%
+2,645
243
$202K 0.04%
4,095
-70
244
$202K 0.04%
+6,147
245
$202K 0.04%
5,747
-80,956
246
$201K 0.04%
+411
247
$200K 0.04%
11,101
248
$196K 0.04%
17,848
249
$192K 0.04%
10,197
250
$168K 0.03%
+10,928
7 8 9
10
11