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
526
$817K 0.02%
36,905
-940
527
$815K 0.02%
25,251
+9,106
528
$812K 0.02%
+1,172
529
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20,980
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530
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17,552
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531
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234,385
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532
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6,434
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533
$788K 0.02%
8,616
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534
$785K 0.02%
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535
$783K 0.02%
9,900
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536
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537
$781K 0.02%
5,958
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538
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539
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20,100
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540
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3,331
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544
$757K 0.02%
6,851
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545
$749K 0.02%
15,322
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546
$749K 0.02%
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547
$749K 0.02%
8,724
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548
$747K 0.02%
30,005
+25
549
$745K 0.02%
131,855
+52,250
550
$744K 0.02%
25,110
-808
20 21
22
23 24