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
426
$1.21M 0.03%
34,922
-1,000
427
$1.21M 0.03%
28,440
+7,067
428
$1.21M 0.03%
18,993
-1,496
429
$1.2M 0.03%
+41,201
430
$1.2M 0.03%
30,204
-1,770
431
$1.19M 0.03%
7,146
+5,029
432
$1.18M 0.03%
6,416
-23
433
$1.18M 0.03%
13,215
+1,531
434
$1.18M 0.03%
19,991
-563
435
$1.18M 0.03%
34,022
+10,005
436
$1.18M 0.03%
4,524
+219
437
$1.17M 0.03%
11,115
+3,284
438
$1.16M 0.03%
15,512
-83
439
$1.16M 0.03%
26,605
-3,730
440
$1.16M 0.03%
6,996
+173
441
$1.15M 0.03%
50,713
+1,303
442
$1.15M 0.03%
13,409
+6,202
443
$1.14M 0.03%
22,781
-2,740
444
$1.13M 0.03%
10,708
-521
445
$1.13M 0.03%
7,780
+86
446
$1.13M 0.03%
52,781
+15,575
447
$1.12M 0.03%
2,396
+1,154
448
$1.12M 0.03%
42,136
-3,209
449
$1.12M 0.03%
8,962
+987
450
$1.11M 0.03%
14,252
-37
16 17
18
19 20