WIA

World Investment Advisors Portfolio holdings

AUM $3.84B
AUM
$3.84B
AUM Growth
+$198M
Cap. Flow
+$335M
Cap. Flow %
8.72%
Top 10 Hldgs %
18.69%
Holding
1,117
New
119
Increased
567
Reduced
304
Closed
71

Top Buys

1
$64.7M
2
$39.2M
3
$38.8M
4
$31.9M
5
$30.4M

Top Sells

1
$48.4M
2
$38.7M
3
$31.7M
4
$25.4M
5
$20.8M

Sector Composition

1Technology12.53%
2Financials7.89%
3Healthcare5.83%
4Consumer Discretionary4.61%
5Consumer Staples4.5%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.72M0.04%19,548
-48,808
-71%
-$4.3M
$1.72M0.04%23,596
+2,772
+13%
+$202K
$1.72M0.04%9,576
-391
-4%
-$70.1K
$1.72M0.04%14,255
+241
+2%
+$29K
$1.71M0.04%91,953
+4,200
+5%
+$78.1K
$1.69M0.04%20,716
+10,132
+96%
+$828K
$1.69M0.04%9,172
-2,531
-22%
-$465K
$1.66M0.04%12,397
+70
+0.6%
+$9.4K
$1.66M0.04%60,240
+18,104
+43%
+$499K
$1.64M0.04%57,629
-15,348
-21%
-$438K
$1.64M0.04%1,029,553 ––
$1.63M0.04%14,885
-360
-2%
-$39.3K
$1.62M0.04%26,748
+3,183
+14%
+$193K
$1.61M0.04%133,500 New
+$1.61M
$1.61M0.04%10,033
+104
+1%
+$16.7K
$1.6M0.04%4,866
+1,371
+39%
+$451K
$1.6M0.04%29,130
-571
-2%
-$31.3K
$1.59M0.04%11,332
-195
-2%
-$27.4K
$1.59M0.04%16,023
-285
-2%
-$28.3K
$1.56M0.04%32,054
-187,007
-85%
-$9.07M
$1.55M0.04%42,071
-331,145
-89%
-$12.2M
$1.54M0.04%6,112
-50,655
-89%
-$12.8M
$1.53M0.04%20,711
-587
-3%
-$43.5K
$1.53M0.04%8,118
-41
-0.5%
-$7.72K
$1.53M0.04%61,477
-8,234
-12%
-$205K
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