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
401
$1.41M 0.04%
15,245
+9,706
402
$1.4M 0.04%
31,241
+9,520
403
$1.4M 0.04%
+17,230
404
$1.38M 0.04%
8,546
-100,357
405
$1.38M 0.04%
+53,182
406
$1.36M 0.04%
39,816
+476
407
$1.36M 0.04%
6,042
+2,828
408
$1.35M 0.04%
14,974
-305
409
$1.34M 0.04%
21,279
+4,238
410
$1.34M 0.04%
+4,949
411
$1.34M 0.04%
46,654
-11,607
412
$1.32M 0.04%
25,377
+2,004
413
$1.31M 0.04%
12,047
+2,532
414
$1.29M 0.04%
28,556
+16,760
415
$1.28M 0.04%
64,739
-5,838
416
$1.26M 0.03%
20,824
+9,051
417
$1.24M 0.03%
9,660
+1,595
418
$1.24M 0.03%
21,678
+3,559
419
$1.23M 0.03%
11,479
+3
420
$1.23M 0.03%
12,660
+9,650
421
$1.22M 0.03%
22,600
+10,671
422
$1.22M 0.03%
1,731
+9
423
$1.22M 0.03%
11,072
+353
424
$1.22M 0.03%
25,572
+1,485
425
$1.21M 0.03%
34,019
-1,924
15 16
17
18 19