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
$476M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$22.5M
3
+$22M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.1M

Top Sells

1
+$26.1M
2
+$22.7M
3
+$15.8M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.7M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$13M

Sector Composition

1 Technology 2.09%
2 Consumer Discretionary 1.57%
3 Energy 1.07%
4 Healthcare 0.93%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
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