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
251
$3.91M 0.09%
91,887
-417
252
$3.86M 0.09%
38,320
+13,616
253
$3.86M 0.09%
28,068
+3,077
254
$3.85M 0.09%
28,270
+5,772
255
$3.81M 0.09%
42,225
-2,932
256
$3.8M 0.09%
137,255
-965,737
257
$3.78M 0.09%
107,703
-48,058
258
$3.76M 0.09%
+109,450
259
$3.73M 0.08%
11,399
+9,119
260
$3.7M 0.08%
50,967
+691
261
$3.68M 0.08%
114,831
+9,529
262
$3.68M 0.08%
62,652
-317
263
$3.66M 0.08%
44,934
-20
264
$3.63M 0.08%
94,893
-39,075
265
$3.63M 0.08%
9,904
+680
266
$3.6M 0.08%
41,203
+3,029
267
$3.59M 0.08%
53,440
-312
268
$3.57M 0.08%
140,815
+43,480
269
$3.52M 0.08%
26,117
+300
270
$3.5M 0.08%
67,919
-40,200
271
$3.4M 0.08%
69,329
+39,964
272
$3.31M 0.08%
19,239
-243
273
$3.31M 0.08%
129,152
+80,787
274
$3.31M 0.08%
73,946
-1,824
275
$3.29M 0.07%
95,455
-657
9 10
11
12 13