WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.63M 0.11%
6,313
+456
227
$4.62M 0.1%
93,267
+12,120
228
$4.49M 0.1%
43,076
-335
229
$4.44M 0.1%
169,557
+41,499
230
$4.43M 0.1%
132,554
+27,137
231
$4.43M 0.1%
14,767
-5,994
232
$4.39M 0.1%
+44,405
233
$4.35M 0.1%
9,396
+786
234
$4.35M 0.1%
24,578
+1,845
235
$4.33M 0.1%
21,164
+950
236
$4.3M 0.1%
10,876
-212
237
$4.22M 0.1%
17,075
+190
238
$4.16M 0.09%
155,689
+7,171
239
$4.13M 0.09%
97,451
+54,046
240
$4.12M 0.09%
45,303
-7,428
241
$4.11M 0.09%
7,258
+107
242
$4.1M 0.09%
18,731
-1,137
243
$4.06M 0.09%
47,490
+2,588
244
$4.04M 0.09%
44,751
+3,895
245
$4.02M 0.09%
10,344
+1,255
246
$4.01M 0.09%
51,853
+6,737
247
$3.97M 0.09%
35,281
+27,182
248
$3.96M 0.09%
9,327
+1,076
249
$3.95M 0.09%
13,723
+362
250
$3.94M 0.09%
55,490
+287
8 9
10
11 12