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
451
$909K 0.03%
4,229
+416
452
$901K 0.03%
31,394
+2,209
453
$890K 0.03%
37,390
-6
454
$885K 0.03%
11,773
+4,405
455
$873K 0.03%
3,953
+587
456
$868K 0.03%
21,373
-12,501
457
$865K 0.03%
+25,066
458
$859K 0.03%
11,578
-332
459
$855K 0.03%
37,845
-23,584
460
$852K 0.03%
6,823
+119
461
$852K 0.03%
12,994
+221
462
$849K 0.03%
+12,831
463
$846K 0.03%
+31,725
464
$842K 0.03%
12,511
+329
465
$839K 0.03%
3,307
+1,645
466
$829K 0.03%
+37,206
467
$826K 0.03%
+37,391
468
$824K 0.03%
24,017
+5,201
469
$818K 0.03%
5,381
+3,814
470
$804K 0.03%
+18,989
471
$797K 0.03%
13,788
+6,603
472
$796K 0.03%
25,918
+490
473
$796K 0.03%
+14,477
474
$796K 0.03%
+6,054
475
$795K 0.02%
+20,993
17 18
19
20 21