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
651
$530K 0.01%
4,323
+78
652
$530K 0.01%
9,179
+1,337
653
$528K 0.01%
19,885
+12,300
654
$518K 0.01%
24,877
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655
$517K 0.01%
820
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656
$516K 0.01%
13,447
-136
657
$514K 0.01%
3,460
658
$509K 0.01%
3,695
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659
$509K 0.01%
7,785
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660
$508K 0.01%
6,607
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661
$507K 0.01%
1,777
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662
$505K 0.01%
7,880
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663
$504K 0.01%
11,930
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664
$495K 0.01%
+1,917
665
$494K 0.01%
12,863
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666
$491K 0.01%
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667
$490K 0.01%
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668
$489K 0.01%
+10,608
669
$486K 0.01%
5,938
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670
$486K 0.01%
4,136
+266
671
$484K 0.01%
+2,271
672
$482K 0.01%
4,963
+1,206
673
$478K 0.01%
916
+452
674
$476K 0.01%
+24,006
675
$474K 0.01%
+11,479
25 26
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