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
501
$675K 0.02%
+9,329
502
$673K 0.02%
9,345
+1,538
503
$671K 0.02%
11,265
-2,300
504
$667K 0.02%
+17,904
505
$665K 0.02%
+10,936
506
$663K 0.02%
4,466
+201
507
$661K 0.02%
+5,618
508
$660K 0.02%
7,458
+124
509
$659K 0.02%
+1,402
510
$658K 0.02%
21,833
+2,213
511
$657K 0.02%
2,550
+683
512
$656K 0.02%
23,679
+2,241
513
$656K 0.02%
1,242
-56
514
$654K 0.02%
10,860
-11,663
515
$651K 0.02%
+8,921
516
$651K 0.02%
5,952
+124
517
$644K 0.02%
8,267
+4,430
518
$644K 0.02%
3,214
+255
519
$644K 0.02%
17,452
520
$643K 0.02%
27,417
+9,430
521
$640K 0.02%
5,794
-1,707
522
$640K 0.02%
12,510
+3,049
523
$639K 0.02%
11,691
+1,681
524
$638K 0.02%
21,112
-4,803
525
$637K 0.02%
+162,335
19 20
21
22 23