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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.75%
44,683
+69
27
$2.69M 0.61%
34,353
+2,332
28
$2.63M 0.6%
49,376
+4,358
29
$2.6M 0.59%
91,082
+3,248
30
$2.59M 0.59%
97,727
-2,936
31
$2.54M 0.58%
30,875
+2,525
32
$2.49M 0.56%
6,286
+762
33
$2.44M 0.55%
81,916
+4,101
34
$2.42M 0.55%
20,832
+2,474
35
$2.39M 0.54%
43,807
-3,299
36
$2.2M 0.5%
13,380
-1,780
37
$2.17M 0.49%
42,614
-6,357
38
$2.07M 0.47%
7,139
-5
39
$2M 0.45%
11,377
-697
40
$1.89M 0.43%
76,512
+6,237
41
$1.86M 0.42%
22,661
+3,219
42
$1.84M 0.42%
6,703
-591
43
$1.81M 0.41%
21,159
-385
44
$1.8M 0.41%
17,661
-245
45
$1.8M 0.41%
64,626
-3,348
46
$1.7M 0.38%
8,453
-2,721
47
$1.64M 0.37%
32,109
-6,551
48
$1.61M 0.36%
53,539
+14,261
49
$1.6M 0.36%
25,611
+15,666
50
$1.59M 0.36%
52,357
+7,057
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