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
426
$1.52M 0.03%
15,823
-200
427
$1.52M 0.03%
19,056
-1,655
428
$1.51M 0.03%
14,595
-290
429
$1.51M 0.03%
21,414
+66
430
$1.5M 0.03%
4,284
+63
431
$1.5M 0.03%
31,872
+235
432
$1.49M 0.03%
13,690
+580
433
$1.48M 0.03%
34,922
434
$1.47M 0.03%
7,526
-74,270
435
$1.46M 0.03%
1,032,403
+2,850
436
$1.46M 0.03%
40,221
-18,571
437
$1.45M 0.03%
11,418
+3,514
438
$1.45M 0.03%
58,243
-3,234
439
$1.44M 0.03%
27,410
+1,695
440
$1.44M 0.03%
7,635
+10
441
$1.42M 0.03%
28,310
-3,744
442
$1.41M 0.03%
10,421
-41
443
$1.4M 0.03%
15,787
444
$1.39M 0.03%
1,335
-10
445
$1.38M 0.03%
4,432
+856
446
$1.38M 0.03%
16,535
+1,805
447
$1.37M 0.03%
34,575
-7,496
448
$1.37M 0.03%
14,895
-7,897
449
$1.37M 0.03%
32,204
+6,220
450
$1.35M 0.03%
2,707
-269
16 17
18
19 20