WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.98M 0.05%
28,233
+1,500
377
$1.95M 0.04%
23,512
+2,796
378
$1.94M 0.04%
41,930
-1,974
379
$1.93M 0.04%
44,847
-44,624
380
$1.9M 0.04%
14,795
-8,212
381
$1.9M 0.04%
31,687
-1,843
382
$1.88M 0.04%
15,819
-948
383
$1.88M 0.04%
36,796
+22,633
384
$1.87M 0.04%
36,359
+71
385
$1.87M 0.04%
10,773
-559
386
$1.87M 0.04%
14,400
+145
387
$1.84M 0.04%
97,249
-202,767
388
$1.84M 0.04%
3,454
+1,800
389
$1.84M 0.04%
6,726
+324
390
$1.81M 0.04%
16,870
+4,061
391
$1.81M 0.04%
52,710
+11,085
392
$1.8M 0.04%
11,801
-1,291
393
$1.8M 0.04%
15,989
+4,591
394
$1.79M 0.04%
23,056
+5,641
395
$1.79M 0.04%
26,538
-210
396
$1.78M 0.04%
2,262
+1,076
397
$1.76M 0.04%
35,143
-3,383
398
$1.76M 0.04%
16,753
+3,765
399
$1.76M 0.04%
96,987
+5,034
400
$1.76M 0.04%
5,011
+99
14 15
16
17 18