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
351
$1.48M 0.05%
39,340
+4,414
352
$1.47M 0.05%
6,658
+2,469
353
$1.46M 0.05%
+20,489
354
$1.44M 0.05%
6,993
+4,266
355
$1.42M 0.04%
15,279
-2,534
356
$1.41M 0.04%
+22,251
357
$1.41M 0.04%
3,800
-130
358
$1.4M 0.04%
61,505
-4,829
359
$1.39M 0.04%
1,722
-218
360
$1.39M 0.04%
22,209
+165
361
$1.39M 0.04%
27,788
+2,556
362
$1.38M 0.04%
44,462
+17,438
363
$1.37M 0.04%
17,452
+2,119
364
$1.37M 0.04%
9,515
+1,706
365
$1.36M 0.04%
+81,700
366
$1.35M 0.04%
21,527
+5,763
367
$1.33M 0.04%
20,554
+5,064
368
$1.33M 0.04%
+30,567
369
$1.32M 0.04%
45,345
+3,693
370
$1.32M 0.04%
24,580
+42
371
$1.32M 0.04%
8,795
+31
372
$1.31M 0.04%
28,184
+21,933
373
$1.3M 0.04%
25,521
+1,618
374
$1.3M 0.04%
+30,335
375
$1.3M 0.04%
11,476
+9,037
13 14
15
16 17