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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$57.1M
3
+$43.8M
4
MSFT icon
Microsoft
MSFT
+$42.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$37.2M

Top Sells

1
+$31.1M
2
+$28.9M
3
+$14.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$477K 0.02%
+9,485
602
$472K 0.01%
7,798
-410
603
$468K 0.01%
+8,850
604
$467K 0.01%
5,153
-14,684
605
$463K 0.01%
3,870
+617
606
$461K 0.01%
3,830
-345
607
$459K 0.01%
+17,236
608
$453K 0.01%
+4,349
609
$449K 0.01%
9,191
+529
610
$447K 0.01%
+5,412
611
$447K 0.01%
+79,605
612
$443K 0.01%
12,509
+5,104
613
$443K 0.01%
14,103
+2,911
614
$443K 0.01%
3,865
+46
615
$443K 0.01%
4,716
+1,453
616
$441K 0.01%
+13,250
617
$441K 0.01%
2,386
-141
618
$440K 0.01%
+4,608
619
$435K 0.01%
5,634
+1,010
620
$430K 0.01%
11,888
+2,823
621
$428K 0.01%
4,403
622
$426K 0.01%
+26,500
623
$425K 0.01%
7,776
+1,271
624
$423K 0.01%
11,118
+5,320
625
$421K 0.01%
+9,231
23 24
25
26 27