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
326
$2.68M 0.06%
45,755
+193
327
$2.68M 0.06%
12,023
-73
328
$2.67M 0.06%
29,827
-305
329
$2.62M 0.06%
9,822
+2,577
330
$2.6M 0.06%
76,380
-7,047
331
$2.6M 0.06%
22,508
-512
332
$2.58M 0.06%
42,096
+9,885
333
$2.56M 0.06%
51,332
334
$2.53M 0.06%
54,673
-4,206
335
$2.51M 0.06%
24,087
+3,319
336
$2.51M 0.06%
46,063
-1,174
337
$2.48M 0.06%
41,195
+18,179
338
$2.47M 0.06%
13,449
+2,588
339
$2.47M 0.06%
34,287
+13,334
340
$2.47M 0.06%
47,095
-3,143
341
$2.45M 0.06%
81,296
+21,056
342
$2.45M 0.06%
74,869
+16,768
343
$2.41M 0.05%
4,710
+25
344
$2.35M 0.05%
6,731
-8
345
$2.31M 0.05%
7,253
+638
346
$2.31M 0.05%
47,901
-164
347
$2.31M 0.05%
122,584
+7,662
348
$2.3M 0.05%
33,396
+1,770
349
$2.3M 0.05%
67,929
-4,080
350
$2.29M 0.05%
6,921
+2,055
12 13
14
15 16