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
376
$1.29M 0.04%
4,765
+3,867
377
$1.26M 0.04%
78,806
+3,485
378
$1.26M 0.04%
+19,846
379
$1.26M 0.04%
+17,146
380
$1.25M 0.04%
23,373
+11,383
381
$1.25M 0.04%
48,950
+190
382
$1.24M 0.04%
27,139
+2,272
383
$1.24M 0.04%
+11,077
384
$1.23M 0.04%
35,922
385
$1.23M 0.04%
6,439
+473
386
$1.21M 0.04%
+6,107
387
$1.19M 0.04%
35,943
-721
388
$1.19M 0.04%
11,229
+908
389
$1.19M 0.04%
10,719
+482
390
$1.18M 0.04%
44,960
-3,843
391
$1.18M 0.04%
20,468
+1,139
392
$1.16M 0.04%
31,974
+3,368
393
$1.16M 0.04%
39,750
+12,839
394
$1.15M 0.04%
7,694
+20
395
$1.14M 0.04%
+2,912
396
$1.13M 0.04%
17,041
+419
397
$1.12M 0.04%
+5,766
398
$1.11M 0.03%
1,069
-14
399
$1.1M 0.03%
5,804
-1,555
400
$1.1M 0.03%
13,126
+2,406
14 15
16
17 18