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
451
$1.11M 0.03%
30,856
+1,653
452
$1.1M 0.03%
33,459
-115,978
453
$1.08M 0.03%
+18,564
454
$1.08M 0.03%
9,163
+314
455
$1.07M 0.03%
24,691
+10,205
456
$1.06M 0.03%
15,789
+2,924
457
$1.06M 0.03%
5,773
+1,728
458
$1.06M 0.03%
15,587
-1,559
459
$1.06M 0.03%
24,622
+42
460
$1.05M 0.03%
10,501
-21
461
$1.05M 0.03%
46,822
-14,683
462
$1.05M 0.03%
13,870
-200
463
$1.04M 0.03%
20,932
+2,021
464
$1.04M 0.03%
25,187
+6,198
465
$1.03M 0.03%
4,845
+344
466
$1.03M 0.03%
4,780
+3,906
467
$1.02M 0.03%
19,005
+5,217
468
$1.02M 0.03%
2,342
+1,797
469
$1.02M 0.03%
3,096
+220
470
$1.01M 0.03%
+7,623
471
$1.01M 0.03%
9,976
-411
472
$1M 0.03%
7,408
+823
473
$997K 0.03%
39,899
-5,061
474
$974K 0.03%
17,987
+5,477
475
$972K 0.03%
53,364
+12,635
17 18
19
20 21