WIA

World Investment Advisors Portfolio holdings

AUM $6.09B
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.5M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$1.01M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$857K

Top Sells

1
+$1.8M
2
+$1.06M
3
+$708K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$680K
5
VV icon
Vanguard Large-Cap ETF
VV
+$562K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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