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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.1M
3
+$14.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.73%
+67,208
27
$1.59M 0.72%
+28,279
28
$1.55M 0.69%
+63,868
29
$1.38M 0.62%
+24,986
30
$1.38M 0.62%
+8,054
31
$1.36M 0.61%
+48,099
32
$1.26M 0.57%
+10,668
33
$1.21M 0.54%
+11,840
34
$1.19M 0.53%
+16,033
35
$1.14M 0.51%
+15,407
36
$1.02M 0.46%
+24,807
37
$988K 0.44%
+9,293
38
$980K 0.44%
+24,780
39
$977K 0.44%
+19,015
40
$945K 0.42%
+13,429
41
$936K 0.42%
+5,243
42
$874K 0.39%
+8,065
43
$849K 0.38%
+3,120
44
$828K 0.37%
+27,035
45
$815K 0.37%
+7,956
46
$739K 0.33%
+6,896
47
$730K 0.33%
+5,141
48
$714K 0.32%
+13,024
49
$713K 0.32%
+4,225
50
$697K 0.31%
+12,440
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