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
301
$2.38M 0.07%
73,640
+2,363
302
$2.34M 0.06%
11,122
+967
303
$2.3M 0.06%
42,656
+958
304
$2.29M 0.06%
29,606
+20,685
305
$2.29M 0.06%
3,865
+3,043
306
$2.27M 0.06%
44,373
+2,648
307
$2.26M 0.06%
24,487
-1,512
308
$2.24M 0.06%
43,234
+7,920
309
$2.21M 0.06%
36,702
+8,079
310
$2.19M 0.06%
79,980
-2,018
311
$2.18M 0.06%
17,319
+2,256
312
$2.18M 0.06%
60,850
-874
313
$2.17M 0.06%
23,090
+2,015
314
$2.17M 0.06%
70,325
315
$2.15M 0.06%
11,703
+1,031
316
$2.13M 0.06%
96,182
+7,252
317
$2.13M 0.06%
84,877
+1,085
318
$2.12M 0.06%
19,713
+10,816
319
$2.09M 0.06%
137,200
+55,500
320
$2.08M 0.06%
4,279
+3,780
321
$2.07M 0.06%
25,502
+1,014
322
$2.06M 0.06%
55,863
+4,335
323
$2.04M 0.06%
+16,842
324
$2.03M 0.06%
48,660
+28,435
325
$2.01M 0.06%
26,733
-1,100
11 12
13
14 15