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
351
$1.76M 0.05%
21,430
+10,348
352
$1.76M 0.05%
9,399
+2,406
353
$1.75M 0.05%
29,701
+2,086
354
$1.74M 0.05%
69,711
-1,935
355
$1.73M 0.05%
+4,533
356
$1.73M 0.05%
9,488
+717
357
$1.73M 0.05%
13,373
+1,605
358
$1.72M 0.05%
13,409
+423
359
$1.72M 0.05%
87,753
+8,947
360
$1.7M 0.05%
21,300
-300
361
$1.68M 0.05%
5,850
+4,797
362
$1.68M 0.05%
+19,151
363
$1.67M 0.05%
22,144
+12,828
364
$1.66M 0.05%
36,328
+9,189
365
$1.65M 0.05%
25,078
+5,232
366
$1.65M 0.05%
9,929
+91
367
$1.64M 0.04%
52,192
+12,442
368
$1.64M 0.04%
14,014
+548
369
$1.62M 0.04%
26,528
+16,644
370
$1.62M 0.04%
21,298
+327
371
$1.62M 0.04%
12,327
+973
372
$1.62M 0.04%
7,590
+1,483
373
$1.61M 0.04%
6,726
+3,419
374
$1.61M 0.04%
10,011
-241
375
$1.6M 0.04%
8,388
-103,915
13 14
15
16 17