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
551
$741K 0.02%
+36,551
552
$734K 0.02%
6,757
-356,321
553
$732K 0.02%
7,510
+52
554
$728K 0.02%
12,917
+4,226
555
$727K 0.02%
43,297
+24,448
556
$726K 0.02%
2,863
+226
557
$721K 0.02%
24,686
-4,162
558
$716K 0.02%
10,453
+1,124
559
$715K 0.02%
13,827
+4,134
560
$705K 0.02%
6,817
+1,507
561
$697K 0.02%
18,291
+13,359
562
$693K 0.02%
20,500
563
$692K 0.02%
10,318
-2,193
564
$691K 0.02%
7,377
+2,769
565
$691K 0.02%
20,497
+3,603
566
$689K 0.02%
1,645
+407
567
$682K 0.02%
5,275
+3,363
568
$682K 0.02%
10,868
-68
569
$682K 0.02%
9,744
-706
570
$679K 0.02%
+7,575
571
$672K 0.02%
33,259
-42,882
572
$670K 0.02%
+2,343
573
$669K 0.02%
4,978
+512
574
$668K 0.02%
3,878
+344
575
$667K 0.02%
10,315
+970
21 22
23
24 25