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
451
$1.35M 0.03%
16,883
+1,291
452
$1.34M 0.03%
17,937
+495
453
$1.34M 0.03%
11,271
+3,192
454
$1.33M 0.03%
2,843
+735
455
$1.32M 0.03%
33,115
-36,025
456
$1.32M 0.03%
1,748
+14
457
$1.31M 0.03%
8,134
+323
458
$1.3M 0.03%
70,010
+4,391
459
$1.29M 0.03%
13,900
-6,548
460
$1.29M 0.03%
51,854
+8,149
461
$1.28M 0.03%
+1,673
462
$1.28M 0.03%
31,426
-5,044
463
$1.27M 0.03%
5,330
-26
464
$1.27M 0.03%
37,768
+1,113
465
$1.26M 0.03%
34,925
+3,400
466
$1.24M 0.03%
37,450
+6,142
467
$1.23M 0.03%
51,789
+764
468
$1.23M 0.03%
102,125
-31,375
469
$1.22M 0.03%
7,422
-121,238
470
$1.22M 0.03%
9,910
+1,682
471
$1.22M 0.03%
59,708
+2,935
472
$1.21M 0.03%
49,120
+6,950
473
$1.21M 0.03%
17,474
-1,624
474
$1.21M 0.03%
12,015
+5,082
475
$1.2M 0.03%
10,560
-819
17 18
19
20 21