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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.28M 0.07%
44,106
+6,954
277
$2.28M 0.07%
23,325
+21,163
278
$2.25M 0.07%
82,422
+23,733
279
$2.25M 0.07%
71,277
-1,916
280
$2.23M 0.07%
+4,509
281
$2.21M 0.07%
63,562
+9,158
282
$2.2M 0.07%
+41,698
283
$2.18M 0.07%
25,999
+6,535
284
$2.18M 0.07%
61,724
-562
285
$2.13M 0.07%
+10,155
286
$2.12M 0.07%
70,325
-800
287
$2.11M 0.07%
83,792
-6,349
288
$2.07M 0.07%
4,185
+552
289
$2.07M 0.06%
7,466
+1,378
290
$2.06M 0.06%
41,725
+4,965
291
$2.04M 0.06%
24,488
+437
292
$2.04M 0.06%
+88,930
293
$2.03M 0.06%
6,675
+752
294
$2.03M 0.06%
34,368
+14,397
295
$2.03M 0.06%
21,075
+2,845
296
$2.02M 0.06%
+13,466
297
$2.02M 0.06%
7,457
+6,471
298
$2.01M 0.06%
10,150
+5,229
299
$2.01M 0.06%
+11,540
300
$2.01M 0.06%
27,833
10 11
12
13 14