WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
-2.9%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$482M
AUM Growth
+$482M
(+0.76%)
Cap. Flow
+$5.16M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
39.57%
Holding
288
New
21
Increased
112
Reduced
98
Closed
18
Top Buys
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$10.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.58M |
| 3 |
Cambria Global Momentum ETF
GMOM
|
$970K |
| 4 |
Invesco QQQ Trust
QQQ
|
$957K |
| 5 |
Schwab International Equity ETF
SCHF
|
$840K |
Top Sells
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Consumer Discretionary | 1.6% |
| 3 | Energy | 1.19% |
| 4 | Healthcare | 1.02% |
| 5 | Consumer Staples | 0.84% |
