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
576
$805K 0.02%
5,011
+1,373
577
$801K 0.02%
84,438
+37,602
578
$798K 0.02%
2,564
+1,616
579
$795K 0.02%
3,536
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580
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7,261
+950
581
$794K 0.02%
6,314
-1,400
582
$791K 0.02%
+31,593
583
$791K 0.02%
35,323
-1,761
584
$787K 0.02%
18,157
+4,779
585
$786K 0.02%
10,916
+778
586
$779K 0.02%
+5,017
587
$769K 0.02%
24,300
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588
$764K 0.02%
26,658
-12
589
$764K 0.02%
+14,944
590
$763K 0.02%
20,109
-3,342
591
$763K 0.02%
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15,366
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594
$760K 0.02%
4,219
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595
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5,608
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596
$751K 0.02%
10,752
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597
$751K 0.02%
7,545
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598
$751K 0.02%
30,258
-1,274
599
$748K 0.02%
7,587
-2,008
600
$741K 0.02%
10,378
+606
22 23
24
25 26