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
401
$1.71M 0.04%
67,618
+38,886
402
$1.7M 0.04%
18,561
+1,487
403
$1.7M 0.04%
28,735
-395
404
$1.7M 0.04%
24,538
-13,567
405
$1.69M 0.04%
19,470
+500
406
$1.68M 0.04%
12,622
+225
407
$1.67M 0.04%
14,011
-14,698
408
$1.66M 0.04%
24,171
+7,253
409
$1.65M 0.04%
55,587
-7,453
410
$1.64M 0.04%
5,740
+59
411
$1.63M 0.04%
37,513
-114
412
$1.63M 0.04%
6,614
+460
413
$1.63M 0.04%
17,736
-2,002
414
$1.6M 0.04%
51,703
+766
415
$1.6M 0.04%
8,248
+130
416
$1.6M 0.04%
8,335
-837
417
$1.59M 0.04%
8,506
418
$1.59M 0.04%
14,669
+2,855
419
$1.59M 0.04%
16,920
-2,628
420
$1.57M 0.04%
24,059
+1,861
421
$1.57M 0.04%
17,386
+3,526
422
$1.56M 0.04%
52,970
-4,659
423
$1.55M 0.04%
36,333
+11,431
424
$1.55M 0.04%
51,374
+1,033
425
$1.52M 0.03%
36,590
-23,040
15 16
17
18 19