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
$478M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$22.7M
3
+$16.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$15.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$14.3M

Top Sells

1
+$25.3M
2
+$22.9M
3
+$18.4M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.2M

Sector Composition

1 Technology 2.12%
2 Consumer Discretionary 1.49%
3 Energy 1.22%
4 Healthcare 1.02%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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