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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$968K 0.03%
+38,543
477
$966K 0.03%
10,431
-71
478
$965K 0.03%
6,311
+545
479
$965K 0.03%
3,495
+1,875
480
$958K 0.03%
33,717
-2,521
481
$957K 0.03%
43,105
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482
$949K 0.03%
12,522
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483
$946K 0.03%
5,057
+1,104
484
$943K 0.03%
33,670
+249
485
$939K 0.03%
36,321
-1,011
486
$934K 0.03%
11,883
+8,085
487
$934K 0.03%
106,862
-1,600
488
$931K 0.03%
+16,791
489
$929K 0.03%
8,430
-318
490
$926K 0.03%
7,007
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491
$925K 0.03%
10,590
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492
$923K 0.03%
6,586
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493
$923K 0.03%
25,149
-4,700
494
$916K 0.03%
27,763
+2,157
495
$911K 0.02%
26,510
+1,444
496
$909K 0.02%
9,133
+294
497
$908K 0.02%
31,994
+600
498
$906K 0.02%
7,514
+1,993
499
$904K 0.02%
10,660
+408
500
$903K 0.02%
36,306
-2,201
18 19
20
21 22