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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.34%
+49,271
52
$1.49M 0.34%
29,745
-1,903
53
$1.44M 0.33%
6,566
+1,367
54
$1.43M 0.32%
16,696
+1,379
55
$1.38M 0.31%
8,843
+174
56
$1.38M 0.31%
27,509
+3,339
57
$1.38M 0.31%
25,162
+7,493
58
$1.37M 0.31%
12,884
+2,574
59
$1.36M 0.31%
21,134
-7,461
60
$1.33M 0.3%
5,604
+702
61
$1.3M 0.29%
8,712
+440
62
$1.3M 0.29%
16,565
+871
63
$1.27M 0.29%
4,494
-143
64
$1.24M 0.28%
24,620
-3,084
65
$1.22M 0.28%
29,352
-3,193
66
$1.18M 0.27%
11,421
-10,059
67
$1.16M 0.26%
8,575
-1,519
68
$1.16M 0.26%
8,287
+1,822
69
$1.11M 0.25%
6,912
+5
70
$1.11M 0.25%
23,472
-2,383
71
$1.08M 0.24%
18,886
-1,574
72
$1.05M 0.24%
4,729
-362
73
$1.03M 0.23%
23,805
74
$1.02M 0.23%
10,134
-17,878
75
$1.01M 0.23%
9,943
+681
1 2
3
4 5