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
701
$545K 0.01%
1,663
-18
702
$536K 0.01%
7,234
-969
703
$536K 0.01%
8,377
+515
704
$533K 0.01%
11,146
-7,931
705
$531K 0.01%
4,132
-23
706
$526K 0.01%
13,135
-6,965
707
$525K 0.01%
4,759
-151
708
$525K 0.01%
+1,400
709
$524K 0.01%
5,752
-569
710
$523K 0.01%
3,531
+715
711
$523K 0.01%
7,286
+850
712
$521K 0.01%
3,007
+1,232
713
$521K 0.01%
+10,376
714
$518K 0.01%
4,975
+1,394
715
$518K 0.01%
9,241
-4,394
716
$518K 0.01%
+3,237
717
$517K 0.01%
9,154
-7,830
718
$517K 0.01%
7,952
719
$517K 0.01%
19,868
+10,115
720
$515K 0.01%
13,745
721
$515K 0.01%
6,374
-14,938
722
$508K 0.01%
6,915
+2,107
723
$507K 0.01%
3,829
+1,601
724
$507K 0.01%
+1,318
725
$507K 0.01%
15,865
-2,601
27 28
29
30 31