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
476
$1.2M 0.03%
54,853
-1,659
477
$1.2M 0.03%
3,352
+276
478
$1.19M 0.03%
13,137
+1,368
479
$1.19M 0.03%
6,298
-143
480
$1.19M 0.03%
27,832
+1,946
481
$1.18M 0.03%
8,339
+1,250
482
$1.18M 0.03%
14,256
+1,813
483
$1.18M 0.03%
51,938
+1,997
484
$1.18M 0.03%
3,671
+2,417
485
$1.17M 0.03%
26,553
+10
486
$1.17M 0.03%
40,005
-4,247
487
$1.17M 0.03%
17,601
-864
488
$1.16M 0.03%
11,943
+6,658
489
$1.16M 0.03%
18,558
+2
490
$1.16M 0.03%
27,319
+363
491
$1.16M 0.03%
4,250
-37
492
$1.16M 0.03%
4,866
+75
493
$1.15M 0.03%
31,334
-2,384
494
$1.14M 0.03%
11,171
-2,688
495
$1.14M 0.03%
3,743
+1,443
496
$1.13M 0.03%
+3,849
497
$1.13M 0.03%
31,856
-471
498
$1.12M 0.03%
26,236
+3,704
499
$1.12M 0.03%
3,668
+555
500
$1.11M 0.03%
26,469
+1,484
18 19
20
21 22