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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 0.79%
134,592
-3,461
27
$5.39M 0.77%
50,645
+11,178
28
$5.38M 0.77%
40,628
-12,952
29
$5.35M 0.77%
2,596
-5,208
30
$5.09M 0.73%
+195,604
31
$4.89M 0.7%
+88,507
32
$4.8M 0.69%
7,016
-12,476
33
$4.46M 0.64%
11,624
-19,788
34
$4.24M 0.61%
8,884
-33
35
$4.21M 0.6%
135,821
+26,171
36
$4.19M 0.6%
83,017
+57,271
37
$4.08M 0.58%
96,855
+82,705
38
$4.05M 0.58%
+43,177
39
$3.84M 0.55%
51,788
-1,104
40
$3.84M 0.55%
7,922
-6,493
41
$3.83M 0.55%
2,419
-4,427
42
$3.81M 0.55%
1,442
-1,436
43
$3.71M 0.53%
2,053
-5,749
44
$3.55M 0.51%
58,767
-8,568
45
$3.5M 0.5%
2,512
-5,315
46
$3.45M 0.49%
60,977
-2,858
47
$3.43M 0.49%
18,725
-19,683
48
$3.41M 0.49%
34,396
-9,336
49
$3.39M 0.49%
44,162
-10,429
50
$3.39M 0.48%
+26,359
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