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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

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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266
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