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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.78M 0.08%
175,370
+26,240
277
$2.72M 0.07%
73,128
+9,566
278
$2.71M 0.07%
4,762
+253
279
$2.71M 0.07%
11,555
+329
280
$2.67M 0.07%
30,996
+4,685
281
$2.65M 0.07%
22,560
+19,454
282
$2.64M 0.07%
33,993
-1,073
283
$2.62M 0.07%
12,676
+4,937
284
$2.62M 0.07%
62,731
-1,756
285
$2.61M 0.07%
91,157
+3,817
286
$2.61M 0.07%
46,995
+8,906
287
$2.58M 0.07%
6,962
+444
288
$2.58M 0.07%
20,823
+6,079
289
$2.56M 0.07%
12,585
+1,045
290
$2.56M 0.07%
8,730
+1,264
291
$2.53M 0.07%
44,047
+1,165
292
$2.51M 0.07%
12,429
+3,016
293
$2.5M 0.07%
100,208
+1,012
294
$2.49M 0.07%
8,605
+1,930
295
$2.47M 0.07%
19,616
+1,941
296
$2.45M 0.07%
14,698
+1,036
297
$2.45M 0.07%
34,057
-3,045
298
$2.44M 0.07%
50,544
+2,114
299
$2.43M 0.07%
210,557
-3,545
300
$2.4M 0.07%
22,559
+9,808
10 11
12
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