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
576
$662K 0.02%
5,559
+47
577
$662K 0.02%
52,662
+4,212
578
$662K 0.02%
15,238
+2,681
579
$660K 0.02%
5,920
+216
580
$659K 0.02%
25,505
+105
581
$657K 0.02%
3,505
+907
582
$657K 0.02%
16,222
+11,279
583
$653K 0.02%
1,539
-1,373
584
$648K 0.02%
11,846
+155
585
$644K 0.02%
4,467
+1,072
586
$644K 0.02%
17,152
-300
587
$642K 0.02%
13,089
+2,694
588
$641K 0.02%
10,911
+2,158
589
$641K 0.02%
12,686
-66,962
590
$640K 0.02%
10,712
-148
591
$639K 0.02%
21,615
+7,512
592
$639K 0.02%
26,288
+11,031
593
$634K 0.02%
17,875
+6,757
594
$633K 0.02%
13,225
+866
595
$631K 0.02%
23,926
596
$630K 0.02%
+3,552
597
$629K 0.02%
3,354
+87
598
$626K 0.02%
+7,830
599
$625K 0.02%
9,099
+35
600
$625K 0.02%
994
+670
22 23
24
25 26