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
376
$1.59M 0.04%
18,351
-131
377
$1.59M 0.04%
+8,506
378
$1.59M 0.04%
4,641
+2,127
379
$1.56M 0.04%
41,000
380
$1.56M 0.04%
1,476
+407
381
$1.55M 0.04%
8,741
+3,360
382
$1.52M 0.04%
9,276
+75
383
$1.52M 0.04%
16,308
384
$1.51M 0.04%
8,159
+2,355
385
$1.51M 0.04%
23,565
+1,356
386
$1.51M 0.04%
12,216
+8,386
387
$1.51M 0.04%
49,070
+36,825
388
$1.51M 0.04%
12,976
+4,978
389
$1.5M 0.04%
4,502
+1,181
390
$1.48M 0.04%
3,842
+42
391
$1.46M 0.04%
79,219
+46,145
392
$1.46M 0.04%
20,255
-1,702
393
$1.46M 0.04%
36,037
+20,634
394
$1.45M 0.04%
55,291
+1,402
395
$1.43M 0.04%
31,947
+4,404
396
$1.43M 0.04%
12,408
+3,593
397
$1.43M 0.04%
26,886
+14,998
398
$1.42M 0.04%
62,710
-1,358
399
$1.41M 0.04%
28,178
+7,845
400
$1.41M 0.04%
53,978
-597,274
14 15
16
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