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
651
$622K 0.01%
1,716
+8
652
$621K 0.01%
13,128
+4,294
653
$621K 0.01%
16,172
+1,353
654
$617K 0.01%
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-111
655
$617K 0.01%
18,896
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656
$616K 0.01%
+5,994
657
$616K 0.01%
+8,459
658
$614K 0.01%
62,975
+42,975
659
$613K 0.01%
4,492
-15
660
$610K 0.01%
2,500
661
$609K 0.01%
8,318
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662
$609K 0.01%
2,173
-7
663
$608K 0.01%
4,901
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664
$606K 0.01%
7,605
+2,606
665
$605K 0.01%
30,586
+2,353
666
$604K 0.01%
51,584
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667
$603K 0.01%
18,548
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668
$601K 0.01%
18,310
-2,501
669
$598K 0.01%
+3,705
670
$597K 0.01%
2,105
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671
$596K 0.01%
7,417
+228
672
$595K 0.01%
4,627
+79
673
$594K 0.01%
5,629
-4,074
674
$593K 0.01%
3,757
-5,331
675
$590K 0.01%
6,267
-343
25 26
27
28 29