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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.68%
64,337
-826
27
$3.5M 0.68%
51,804
-370
28
$3.42M 0.66%
32,019
+595
29
$3.32M 0.64%
8,109
+82
30
$3.24M 0.63%
61,818
-1,998
31
$3.22M 0.62%
22,687
+1,981
32
$3.2M 0.62%
23,708
+513
33
$2.96M 0.57%
95,831
-10,006
34
$2.95M 0.57%
71,999
-11,638
35
$2.95M 0.57%
38,989
+1,871
36
$2.92M 0.57%
85,440
-3,548
37
$2.81M 0.54%
+107,446
38
$2.73M 0.53%
28,247
-1,085
39
$2.61M 0.5%
27,323
+1,413
40
$2.6M 0.5%
27,920
+2,087
41
$2.54M 0.49%
30,048
-4,292
42
$2.31M 0.45%
101,030
+6,480
43
$2.31M 0.45%
17,741
-57
44
$2.2M 0.42%
20,497
+778
45
$2.18M 0.42%
43,793
+19,853
46
$2.13M 0.41%
+13,408
47
$2.12M 0.41%
76,100
48
$2M 0.39%
20,396
+5,057
49
$1.91M 0.37%
38,966
-67,760
50
$1.89M 0.37%
23,738
+17,452
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