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
551
$873K 0.02%
5,533
+804
552
$869K 0.02%
2,693
+7
553
$867K 0.02%
1,596
+796
554
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27,253
+136
555
$863K 0.02%
8,411
+2,927
556
$858K 0.02%
23,418
-2,190
557
$856K 0.02%
18,486
-3,066
558
$848K 0.02%
11,900
+1,561
559
$845K 0.02%
9,231
+2,677
560
$844K 0.02%
26,584
+1,350
561
$841K 0.02%
5,008
+2,168
562
$840K 0.02%
18,254
+3,016
563
$838K 0.02%
16,536
-60,441
564
$835K 0.02%
4,310
-3,198
565
$829K 0.02%
2,413
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566
$823K 0.02%
16,409
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567
$822K 0.02%
7,199
-331
568
$820K 0.02%
1,530
-25
569
$818K 0.02%
15,039
-1,670
570
$816K 0.02%
16,070
-138
571
$814K 0.02%
6,478
+184
572
$812K 0.02%
48,584
-4,118
573
$811K 0.02%
18,613
-9,908
574
$809K 0.02%
14,884
+2,751
575
$807K 0.02%
+22,677
21 22
23
24 25