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
601
$739K 0.02%
10,151
-24,221
602
$739K 0.02%
5,309
-221
603
$738K 0.02%
3,958
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604
$730K 0.02%
9,635
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605
$728K 0.02%
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606
$728K 0.02%
3,510
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607
$717K 0.02%
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608
$717K 0.02%
27,026
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609
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610
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611
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5,411
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612
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2,958
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613
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7,549
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614
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21,954
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615
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616
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33,247
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620
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14,699
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$685K 0.02%
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623
$683K 0.02%
1,527
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624
$683K 0.02%
13,881
-1,342
625
$683K 0.02%
5,612
23 24
25
26 27