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
676
$584K 0.01%
10,142
-7,713
677
$583K 0.01%
2,179
+379
678
$578K 0.01%
+11,248
679
$578K 0.01%
+8,182
680
$576K 0.01%
6,316
-337
681
$574K 0.01%
4,648
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682
$574K 0.01%
5,429
+1,671
683
$573K 0.01%
11,292
684
$571K 0.01%
690
+182
685
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+13,226
686
$569K 0.01%
+9,756
687
$568K 0.01%
11,114
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688
$567K 0.01%
1,810
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689
$564K 0.01%
16,231
-63,150
690
$563K 0.01%
9,149
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691
$563K 0.01%
7,560
-147
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$562K 0.01%
11,993
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693
$561K 0.01%
49,390
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694
$560K 0.01%
24,683
+12,555
695
$559K 0.01%
13,381
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696
$559K 0.01%
4,161
-246
697
$558K 0.01%
1,253
+379
698
$553K 0.01%
7,849
-1,500
699
$550K 0.01%
4,972
-20
700
$550K 0.01%
21,191
+13,227
26 27
28
29 30