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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.73M 0.1%
22,030
+634
227
$3.72M 0.1%
49,125
+10,107
228
$3.71M 0.1%
3,616
+1,211
229
$3.7M 0.1%
159,813
+9,225
230
$3.67M 0.1%
63,042
+28,674
231
$3.65M 0.1%
35,022
+6,114
232
$3.65M 0.1%
2,980
+136
233
$3.64M 0.1%
1,029,553
234
$3.59M 0.1%
44,552
+1,692
235
$3.59M 0.1%
36,929
+3,258
236
$3.59M 0.1%
19,703
+2,647
237
$3.57M 0.1%
134,378
+7,113
238
$3.54M 0.1%
45,026
+4,741
239
$3.54M 0.1%
15,601
+1,658
240
$3.54M 0.1%
10,295
+2,443
241
$3.53M 0.1%
8,783
+4,064
242
$3.46M 0.09%
78,553
+2,488
243
$3.42M 0.09%
109,000
-3,075
244
$3.42M 0.09%
24,837
+9,420
245
$3.42M 0.09%
147,569
+17,024
246
$3.4M 0.09%
17,144
-141,423
247
$3.35M 0.09%
54,689
+17,631
248
$3.35M 0.09%
69,322
+34,649
249
$3.34M 0.09%
13,145
+54
250
$3.32M 0.09%
51,744
+22
8 9
10
11 12