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
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.29M 0.07%
2,803
+27
277
$3.28M 0.07%
4,094
+3,024
278
$3.27M 0.07%
88,604
+23,962
279
$3.25M 0.07%
132,129
+10,216
280
$3.25M 0.07%
51,724
-12
281
$3.25M 0.07%
73,957
-5,845
282
$3.22M 0.07%
+71,416
283
$3.22M 0.07%
24,172
+2,520
284
$3.22M 0.07%
138,410
-8,441
285
$3.2M 0.07%
12,449
-628
286
$3.18M 0.07%
6,240
+2,200
287
$3.16M 0.07%
65,404
+6,282
288
$3.15M 0.07%
63,722
-1,331
289
$3.13M 0.07%
10,157
+1,274
290
$3.13M 0.07%
32,688
-111,761
291
$3.12M 0.07%
23,417
-504
292
$3.11M 0.07%
34,873
+873
293
$3.1M 0.07%
41,572
-12,189
294
$3.08M 0.07%
27,505
-444
295
$3.04M 0.07%
25,931
-208
296
$3.02M 0.07%
37,489
-36,778
297
$3.01M 0.07%
11,763
+132
298
$3.01M 0.07%
27,951
-23,258
299
$3.01M 0.07%
27,111
+750
300
$3M 0.07%
72,118
+24,200
10 11
12
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