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
601
$623K 0.02%
23,829
-3,743
602
$623K 0.02%
11,572
+2,381
603
$618K 0.02%
30,444
+14,699
604
$614K 0.02%
22,152
-1,527
605
$612K 0.02%
25,234
+15,142
606
$612K 0.02%
7,269
+3,954
607
$611K 0.02%
2,500
608
$609K 0.02%
5,971
+19
609
$607K 0.02%
18,829
+1,018
610
$605K 0.02%
17,288
-3
611
$604K 0.02%
9,983
+4,065
612
$602K 0.02%
+19,320
613
$602K 0.02%
88,230
-6,451
614
$599K 0.02%
20,506
-1,327
615
$598K 0.02%
26,021
-1,396
616
$596K 0.02%
4,259
+1,326
617
$594K 0.02%
10,366
+1,455
618
$593K 0.02%
+27,785
619
$592K 0.02%
9,635
+150
620
$590K 0.02%
4,981
+2,189
621
$588K 0.02%
2,751
+251
622
$584K 0.02%
9,152
+3,695
623
$583K 0.02%
10,918
+3,411
624
$583K 0.02%
+1,750
625
$582K 0.02%
18,615
+2,730
23 24
25
26 27