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
526
$635K 0.02%
30,226
+3,050
527
$634K 0.02%
15,403
+2,894
528
$633K 0.02%
7,207
+3,879
529
$629K 0.02%
+48,450
530
$627K 0.02%
23,926
531
$626K 0.02%
3,267
+131
532
$623K 0.02%
+33,074
533
$620K 0.02%
14,486
+2,355
534
$619K 0.02%
2,316
-57,670
535
$616K 0.02%
8,025
+690
536
$613K 0.02%
3,055
+626
537
$613K 0.02%
8,213
+326
538
$610K 0.02%
+7,811
539
$605K 0.02%
13,041
+3,879
540
$604K 0.02%
5,704
+1,469
541
$601K 0.02%
+106,547
542
$597K 0.02%
3,534
+521
543
$594K 0.02%
+5,310
544
$593K 0.02%
+4,421
545
$593K 0.02%
17,291
+9,398
546
$590K 0.02%
+1,238
547
$584K 0.02%
+924
548
$579K 0.02%
9,064
+38
549
$578K 0.02%
17,811
550
$578K 0.02%
+11,320
20 21
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