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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$422K 0.06%
18,045
-5,965
252
$411K 0.06%
1,797
-6,561
253
$411K 0.06%
6,761
-3,059
254
$409K 0.06%
22,930
+7,341
255
$406K 0.06%
2,357
-985
256
$404K 0.06%
+4,394
257
$401K 0.06%
+4,201
258
$400K 0.06%
16,327
+724
259
$399K 0.06%
+5,929
260
$399K 0.06%
1,898
-5,864
261
$396K 0.06%
+13,708
262
$396K 0.06%
9,975
+155
263
$391K 0.06%
+2,784
264
$387K 0.06%
8,480
+1,482
265
$384K 0.06%
3,973
-3,715
266
$383K 0.05%
7,587
-931
267
$383K 0.05%
+9,146
268
$380K 0.05%
6,493
+127
269
$374K 0.05%
+4,403
270
$373K 0.05%
8,179
+1,860
271
$369K 0.05%
+2,799
272
$361K 0.05%
+5,189
273
$361K 0.05%
20,046
-4,422
274
$360K 0.05%
3,689
-500
275
$358K 0.05%
5,939
-2,487
9 10
11
12 13