WIA

World Investment Advisors Portfolio holdings

AUM $6.2B
1-Year Est. Return 19.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.09B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,541
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$38.3M
3
+$30.1M
4
NVDA icon
NVIDIA
NVDA
+$25.9M
5
MSFT icon
Microsoft
MSFT
+$24.7M

Top Sells

1
+$24.4M
2
+$11.8M
3
+$7.31M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.92M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$5.15M

Sector Composition

1 Technology 14.15%
2 Financials 7.41%
3 Healthcare 4.89%
4 Communication Services 4.61%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYF icon
476
Synchrony
SYF
$24.6B
$1.9M 0.03%
22,740
-2,458
ET icon
477
Energy Transfer Partners
ET
$66.6B
$1.89M 0.03%
114,499
+16,781
VWOB icon
478
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.98B
$1.89M 0.03%
28,000
+4,402
PB icon
479
Prosperity Bancshares
PB
$6.98B
$1.88M 0.03%
27,257
-976
SPHQ icon
480
Invesco S&P 500 Quality ETF
SPHQ
$17.5B
$1.85M 0.03%
24,612
+474
BSX icon
481
Boston Scientific
BSX
$80.2B
$1.85M 0.03%
19,365
+411
MGC icon
482
Vanguard Mega Cap 300 Index ETF
MGC
$9.71B
$1.84M 0.03%
7,326
+4,098
USIG icon
483
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$1.84M 0.03%
35,531
+26,714
GQQQ
484
Astoria US Quality Growth Kings ETF
GQQQ
$138M
$1.84M 0.03%
+61,370
AMP icon
485
Ameriprise Financial
AMP
$41.9B
$1.82M 0.03%
3,721
+158
ESGU icon
486
iShares ESG Aware MSCI USA ETF
ESGU
$17B
$1.82M 0.03%
12,215
+348
SPOT icon
487
Spotify
SPOT
$85.9B
$1.82M 0.03%
3,128
+1,165
IHDG icon
488
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.23B
$1.81M 0.03%
37,223
-42,194
CGGO icon
489
Capital Group Global Growth Equity ETF
CGGO
$10.7B
$1.81M 0.03%
52,215
+24,332
KWEB icon
490
KraneShares CSI China Internet ETF
KWEB
$6.64B
$1.8M 0.03%
52,780
+70
SHW icon
491
Sherwin-Williams
SHW
$78.1B
$1.8M 0.03%
5,545
+3,107
YYY icon
492
Amplify CEF High Income ETF
YYY
$713M
$1.8M 0.03%
156,056
+80,942
AIRR icon
493
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.3B
$1.8M 0.03%
18,261
-818
RY icon
494
Royal Bank of Canada
RY
$253B
$1.79M 0.03%
10,506
+3,489
TFC icon
495
Truist Financial
TFC
$61.2B
$1.78M 0.03%
36,181
+8,639
SHLD icon
496
Global X Defense Tech ETF
SHLD
$7.76B
$1.78M 0.03%
27,422
-14,147
HOOD icon
497
Robinhood
HOOD
$69.4B
$1.77M 0.03%
15,635
+2,443
SHEL icon
498
Shell
SHEL
$234B
$1.77M 0.03%
24,054
+7,814
DIVO icon
499
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.9B
$1.76M 0.03%
39,519
+7,956
VLU icon
500
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$696M
$1.75M 0.03%
8,314
-15
18 19
20
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