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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$792K 0.02%
+2,500
477
$790K 0.02%
3,179
-51
478
$789K 0.02%
14,889
-66,466
479
$761K 0.02%
23,919
+2
480
$760K 0.02%
27,572
+2,625
481
$760K 0.02%
822
+105
482
$759K 0.02%
14,958
-1,615
483
$754K 0.02%
+17,964
484
$752K 0.02%
+7,248
485
$750K 0.02%
10,450
+3,670
486
$749K 0.02%
15,267
+3,319
487
$747K 0.02%
29,980
+6,123
488
$744K 0.02%
2,637
+153
489
$735K 0.02%
40,729
+20,785
490
$733K 0.02%
2,876
+842
491
$730K 0.02%
+5,939
492
$729K 0.02%
+25,400
493
$722K 0.02%
94,681
-1,146
494
$716K 0.02%
+4,897
495
$708K 0.02%
+18,475
496
$705K 0.02%
2,514
+498
497
$700K 0.02%
4,920
+1,648
498
$698K 0.02%
+61,475
499
$694K 0.02%
20,500
500
$689K 0.02%
5,521
+2,350
18 19
20
21 22