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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$464K 0.07%
2,332
-823
227
$464K 0.07%
3,745
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228
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22,506
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229
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231
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2,538
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232
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233
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234
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15,317
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235
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236
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237
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238
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3,727
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239
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240
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550
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248
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249
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1,251
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250
$426K 0.06%
8,485
-4,943
8 9
10
11 12