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
$482M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.56M
3
+$937K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$937K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$850K

Top Sells

1
+$5.28M
2
+$1.76M
3
+$1.03M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$848K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$818K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.6%
3 Energy 1.19%
4 Healthcare 1.02%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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