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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.36%
36,537
+928
52
$1.82M 0.35%
25,044
+10,841
53
$1.79M 0.35%
6,827
-365
54
$1.76M 0.34%
67,525
55
$1.72M 0.33%
7,804
+3,267
56
$1.71M 0.33%
93,317
+7,144
57
$1.71M 0.33%
34,739
+1,724
58
$1.7M 0.33%
20,915
-249
59
$1.7M 0.33%
5,995
-49
60
$1.68M 0.32%
17,231
-1,829
61
$1.66M 0.32%
10,520
+1,257
62
$1.6M 0.31%
8,045
-203
63
$1.6M 0.31%
20,780
-700
64
$1.58M 0.31%
14,496
+314
65
$1.52M 0.29%
8,741
-121
66
$1.46M 0.28%
53,000
67
$1.41M 0.27%
19,673
-343
68
$1.4M 0.27%
88,034
+24,797
69
$1.35M 0.26%
26,978
+12,849
70
$1.34M 0.26%
6,085
+2,102
71
$1.31M 0.25%
3,855
+579
72
$1.28M 0.25%
40,551
+26,156
73
$1.27M 0.24%
12,924
+2,137
74
$1.25M 0.24%
+49,631
75
$1.22M 0.24%
30,999
-943
1 2
3
4 5