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
551
$577K 0.02%
15,641
+865
552
$575K 0.02%
+1,948
553
$575K 0.02%
2,210
-545
554
$574K 0.02%
21,847
-40
555
$573K 0.02%
4,245
+1,093
556
$568K 0.02%
5,539
+3,108
557
$566K 0.02%
12,557
+97
558
$566K 0.02%
+9,884
559
$565K 0.02%
7,768
+192
560
$565K 0.02%
8,753
+949
561
$564K 0.02%
5,512
+299
562
$561K 0.02%
+1,620
563
$561K 0.02%
13,583
+5,217
564
$560K 0.02%
+2,933
565
$557K 0.02%
16,145
+9,344
566
$557K 0.02%
11,796
+4,467
567
$554K 0.02%
+4,664
568
$553K 0.02%
3,395
+526
569
$553K 0.02%
8,611
+4,750
570
$552K 0.02%
+8,101
571
$552K 0.02%
+47,300
572
$551K 0.02%
7,951
+886
573
$549K 0.02%
12,359
+40
574
$546K 0.02%
+4,010
575
$545K 0.02%
2,500
21 22
23
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