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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.1M
3
+$14.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.31%
+1,686
52
$683K 0.31%
+8,555
53
$668K 0.3%
+2,650
54
$650K 0.29%
+4,345
55
$643K 0.29%
+8,633
56
$636K 0.29%
+7,505
57
$620K 0.28%
+12,966
58
$620K 0.28%
+13,053
59
$614K 0.28%
+19,351
60
$600K 0.27%
+8,026
61
$586K 0.26%
+30,080
62
$558K 0.25%
+9,900
63
$555K 0.25%
+4,141
64
$546K 0.25%
+5,322
65
$545K 0.24%
+5,102
66
$537K 0.24%
+3,941
67
$535K 0.24%
+10,408
68
$513K 0.23%
+14,370
69
$511K 0.23%
+22,775
70
$506K 0.23%
+12,711
71
$505K 0.23%
+9,279
72
$477K 0.21%
+16,328
73
$471K 0.21%
+11,853
74
$463K 0.21%
+3,822
75
$451K 0.2%
+3,964
1 2
3
4 5