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
426
$989K 0.03%
21,721
+1,567
427
$988K 0.03%
7,998
+459
428
$979K 0.03%
11,684
+3,939
429
$976K 0.03%
16,019
+1,159
430
$975K 0.03%
475
+125
431
$970K 0.03%
8,849
+803
432
$969K 0.03%
10,989
+1,143
433
$966K 0.03%
+8,839
434
$961K 0.03%
37,332
+6,294
435
$959K 0.03%
10,522
+6,381
436
$958K 0.03%
18,777
+5,593
437
$955K 0.03%
19,015
+9,710
438
$954K 0.03%
38,507
-10,824
439
$952K 0.03%
8,748
-1,232
440
$946K 0.03%
+36,238
441
$944K 0.03%
25,864
+278
442
$941K 0.03%
4,045
-425
443
$930K 0.03%
4,501
-298
444
$928K 0.03%
18,911
-65
445
$928K 0.03%
20,225
+355
446
$927K 0.03%
7,362
+2,171
447
$920K 0.03%
+12,865
448
$913K 0.03%
25,606
+1,801
449
$912K 0.03%
28,848
+848
450
$912K 0.03%
10,887
+7,002
16 17
18
19 20