WIA

World Investment Advisors Portfolio holdings

AUM $3.84B
This Quarter Return
-1.16%
1 Year Return
+9.04%
3 Year Return
+22.92%
5 Year Return
+97.07%
10 Year Return
AUM
$3.84B
AUM Growth
+$198M
Cap. Flow
+$299M
Cap. Flow %
7.77%
Top 10 Hldgs %
18.69%
Holding
1,117
New
119
Increased
567
Reduced
304
Closed
71
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$682K0.02% 20,271
-226
-1%
-$7.61K
$674K0.02% 3,835
-49
-1%
-$8.61K
$673K0.02% 28,732
-7,589
-21%
-$178K
$670K0.02% 8,264
-193
-2%
-$15.7K
$669K0.02% 24,625
-7,100
-22%
-$193K
$669K0.02% 15,238
$664K0.02% 1,827
+765
+72%
+$278K
$664K0.02% 13,413
+324
+2%
+$16K
$663K0.02% 3,505
$662K0.02% 8,203
+3,191
+64%
+$258K
$654K0.02% 24,112
-2,176
-8%
-$59.1K
$652K0.02%
+12,906
New
+$652K
$652K0.02% 6,662
-1,116
-14%
-$109K
$651K0.02% 22,777
+1,291
+6%
+$36.9K
$650K0.02% 2,131
-965
-31%
-$295K
$650K0.02% 9,524
-397
-4%
-$27.1K
$648K0.02% 1,380
+8
+0.6%
+$3.75K
$638K0.02% 4,729
+262
+6%
+$35.4K
$636K0.02% 12,796
+1,406
+12%
+$69.9K
$636K0.02% 9,772
+924
+10%
+$60.1K
$635K0.02% 9,137
+38
+0.4%
+$2.64K
$635K0.02% 17,152
$634K0.02% 20,811
+1,982
+11%
+$60.4K
$634K0.02% 26,325
+1,091
+4%
+$26.3K
$634K0.02% 11,875
+303
+3%
+$16.2K