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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.39%
9,506
-585
52
$1.68M 0.39%
120,896
-785,564
53
$1.6M 0.37%
92,564
+33,235
54
$1.57M 0.36%
16,188
+5,502
55
$1.54M 0.35%
21,283
56
$1.51M 0.35%
10,316
+3,807
57
$1.45M 0.33%
7,915
-2,706
58
$1.43M 0.33%
57,775
59
$1.4M 0.32%
16,641
-5,169
60
$1.34M 0.31%
+76,770
61
$1.3M 0.3%
15,389
+479
62
$1.3M 0.3%
6,087
-1,638
63
$1.3M 0.3%
19,838
64
$1.24M 0.28%
50,460
-378
65
$1.23M 0.28%
32,324
66
$1.22M 0.28%
24,668
-3,899
67
$1.19M 0.27%
+33,850
68
$1.17M 0.27%
+26,620
69
$1.12M 0.26%
37,050
70
$1.12M 0.26%
11,501
-12,929
71
$1.08M 0.25%
27,622
-1,984
72
$1.07M 0.25%
9,726
-1,998
73
$1.05M 0.24%
57,087
+2,092
74
$1.04M 0.24%
12,445
-1,150
75
$1.04M 0.24%
17,701
+221
1 2
3
4 5