WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
-12.57%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.87%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
