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
626
$681K 0.02%
23,243
-13,418
627
$679K 0.02%
9,254
-2,571
628
$677K 0.02%
16,828
+4,621
629
$671K 0.02%
13,025
-200
630
$670K 0.02%
8,994
+1,608
631
$669K 0.02%
5,211
+1,732
632
$669K 0.02%
+1,912
633
$669K 0.02%
32,715
+3,339
634
$667K 0.02%
3,365
+626
635
$665K 0.02%
4,609
+168
636
$663K 0.02%
13,490
+3,750
637
$663K 0.02%
5,018
638
$663K 0.02%
2,891
+135
639
$660K 0.02%
10,795
+83
640
$658K 0.01%
5,574
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641
$652K 0.01%
23,926
642
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13,651
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643
$646K 0.01%
7,830
-100
644
$644K 0.01%
3,514
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645
$642K 0.01%
+2,611
646
$641K 0.01%
13,544
+3,974
647
$639K 0.01%
9,841
+471
648
$636K 0.01%
12,633
+8,338
649
$631K 0.01%
5,841
-134
650
$627K 0.01%
2,581
+631
24 25
26
27 28