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

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

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
651
$392K 0.01%
+16,985
652
$390K 0.01%
+16,670
653
$389K 0.01%
+7,398
654
$388K 0.01%
4,381
-21
655
$388K 0.01%
2,775
-16,119
656
$385K 0.01%
33,942
-532
657
$382K 0.01%
+9,209
658
$381K 0.01%
+1,375
659
$380K 0.01%
+18,370
660
$379K 0.01%
+2,178
661
$378K 0.01%
+6,968
662
$372K 0.01%
+12,245
663
$371K 0.01%
+3,106
664
$371K 0.01%
19,132
+700
665
$369K 0.01%
15,837
+2,010
666
$369K 0.01%
5,594
+1,512
667
$368K 0.01%
965
-799
668
$366K 0.01%
8,266
+534
669
$366K 0.01%
+5,540
670
$366K 0.01%
+28,500
671
$365K 0.01%
12,351
+2,860
672
$364K 0.01%
2,117
+10
673
$359K 0.01%
+4,453
674
$358K 0.01%
7,000
+2,050
675
$355K 0.01%
+8,175
25 26
27
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