WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$983K 0.02%
1,933
+553
527
$981K 0.02%
23,090
-1,003
528
$972K 0.02%
7,684
+721
529
$966K 0.02%
+19,668
530
$961K 0.02%
3,896
-59
531
$956K 0.02%
5,447
+4
532
$954K 0.02%
2,039
-227
533
$947K 0.02%
15,082
-4,955
534
$937K 0.02%
1,752
+659
535
$937K 0.02%
3,631
+131
536
$936K 0.02%
24,659
-643
537
$931K 0.02%
10,875
+1,560
538
$931K 0.02%
11,402
-599
539
$922K 0.02%
13,139
540
$920K 0.02%
11,360
-307
541
$916K 0.02%
7,107
+1,214
542
$915K 0.02%
40,654
+21,092
543
$906K 0.02%
9,570
-706
544
$906K 0.02%
16,790
-6,005
545
$904K 0.02%
4,091
+1
546
$902K 0.02%
22,282
-9,530
547
$898K 0.02%
22,588
+5,436
548
$898K 0.02%
6,825
-1,721
549
$892K 0.02%
+4,794
550
$888K 0.02%
14,377
-2,145
20 21
22
23 24