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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 0.74%
52,169
+32,852
27
$3.23M 0.74%
68,145
-6,522
28
$3.17M 0.73%
37,373
-3,989
29
$3.06M 0.7%
29,021
-1,781
30
$3.06M 0.7%
31,931
+7,397
31
$3.02M 0.69%
57,017
-17,661
32
$2.89M 0.66%
57,884
-1,461
33
$2.84M 0.65%
46,069
-6,994
34
$2.73M 0.63%
+95,867
35
$2.65M 0.61%
7,549
+716
36
$2.65M 0.61%
18,849
+705
37
$2.58M 0.59%
85,343
-203
38
$2.53M 0.58%
19,496
-11,720
39
$2.35M 0.54%
78,143
+70,013
40
$2.35M 0.54%
50,237
+40,111
41
$2.25M 0.52%
27,268
+6,101
42
$2.16M 0.49%
31,570
-327,706
43
$2.05M 0.47%
27,247
-964
44
$1.94M 0.44%
33,147
-355,103
45
$1.9M 0.44%
17,574
-204,052
46
$1.82M 0.42%
20,760
+6,740
47
$1.8M 0.41%
+67,800
48
$1.78M 0.41%
16,692
-1,313
49
$1.72M 0.39%
69,961
+34,393
50
$1.72M 0.39%
75,536
-41,915
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