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
676
$474K 0.01%
8,664
+4,106
677
$468K 0.01%
16,711
+2,436
678
$468K 0.01%
9,836
+1,383
679
$467K 0.01%
15,223
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680
$467K 0.01%
4,490
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681
$463K 0.01%
9,360
+15
682
$458K 0.01%
1,299
+202
683
$457K 0.01%
+6,027
684
$455K 0.01%
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685
$454K 0.01%
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686
$454K 0.01%
1,408
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687
$452K 0.01%
7,941
+2,520
688
$450K 0.01%
27,086
+8,851
689
$449K 0.01%
7,706
+685
690
$449K 0.01%
45,348
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691
$446K 0.01%
20,531
+2,824
692
$442K 0.01%
+4,555
693
$441K 0.01%
4,642
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694
$440K 0.01%
14,311
+5,450
695
$438K 0.01%
7,450
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696
$438K 0.01%
4,403
697
$437K 0.01%
4,002
+137
698
$435K 0.01%
8,658
+1,260
699
$435K 0.01%
11,635
-6,269
700
$434K 0.01%
29,393
+667
26 27
28
29 30