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
$480M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$22.3M
3
+$22.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.6M

Top Sells

1
+$22.2M
2
+$21.4M
3
+$19.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$12.8M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.7M

Sector Composition

1 Technology 1.45%
2 Consumer Discretionary 1.28%
3 Energy 0.93%
4 Consumer Staples 0.84%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
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