WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 0.69%
171,911
+8,548
27
$30.4M 0.69%
295,566
-12,971
28
$30.2M 0.69%
48,576
+652
29
$28M 0.64%
282,254
+16,244
30
$27.3M 0.62%
279,379
-5,912
31
$27.1M 0.62%
73,932
+16,352
32
$24.8M 0.56%
230,221
+72,846
33
$23.9M 0.54%
179,400
+162,617
34
$23.6M 0.54%
215,996
-9,898
35
$23.3M 0.53%
407,894
+14,343
36
$23.2M 0.53%
47,783
-2,425
37
$23M 0.52%
339,153
-4,833
38
$20.4M 0.46%
67,146
-781
39
$20.4M 0.46%
589,605
+32,901
40
$20.1M 0.46%
131,395
+34,964
41
$19.3M 0.44%
104,114
+37,866
42
$18.7M 0.42%
68,505
+1,368
43
$18.4M 0.42%
831,574
+36,751
44
$18.1M 0.41%
43,026
+1,638
45
$17.7M 0.4%
169,515
+453
46
$17.7M 0.4%
49,483
-1,940
47
$16.7M 0.38%
38,259
-1,621
48
$16.6M 0.38%
16,819
-4,413
49
$16.2M 0.37%
248,877
+81,288
50
$16.1M 0.37%
20,687
+2,931
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