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
501
$900K 0.02%
166,000
+59,453
502
$897K 0.02%
8,534
+3,870
503
$895K 0.02%
2,491
+1,695
504
$892K 0.02%
16,527
+508
505
$886K 0.02%
521
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506
$882K 0.02%
13,139
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507
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7,694
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508
$871K 0.02%
7,778
+5,860
509
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24,310
+8,669
510
$866K 0.02%
1,627
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511
$865K 0.02%
31,725
512
$862K 0.02%
9,487
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513
$862K 0.02%
+915
514
$858K 0.02%
25,443
-421
515
$854K 0.02%
6,735
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516
$850K 0.02%
10,584
-303
517
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518
$846K 0.02%
19,069
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519
$844K 0.02%
20,973
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520
$839K 0.02%
6,711
-171,098
521
$832K 0.02%
4,137
+1,082
522
$826K 0.02%
3,739
+1,189
523
$826K 0.02%
36,358
-1,032
524
$825K 0.02%
21,794
+16,394
525
$824K 0.02%
7,914
-3,163
19 20
21
22 23