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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.48%
12,331
-7,887
52
$3.15M 0.45%
+69,464
53
$3.14M 0.45%
30,577
-96,865
54
$3.06M 0.44%
9,491
-9,791
55
$3M 0.43%
2,144
-3,047
56
$2.92M 0.42%
108,788
+81,985
57
$2.89M 0.41%
105,028
+2,004
58
$2.86M 0.41%
86,689
+34,755
59
$2.79M 0.4%
4,008
-7,413
60
$2.78M 0.4%
10,965
-28,476
61
$2.76M 0.4%
133,617
+69,804
62
$2.71M 0.39%
71,337
-12,341
63
$2.66M 0.38%
5,326
-7,495
64
$2.63M 0.38%
+50,500
65
$2.62M 0.38%
89,670
+11,945
66
$2.62M 0.37%
+37,050
67
$2.62M 0.37%
+76,625
68
$2.59M 0.37%
54,520
+11,180
69
$2.58M 0.37%
5,088
-1,453
70
$2.54M 0.36%
4
71
$2.53M 0.36%
32,752
-5,226
72
$2.45M 0.35%
+43,632
73
$2.33M 0.33%
22,417
+4,192
74
$2.29M 0.33%
21,506
+15,396
75
$2.26M 0.32%
+6,568
1 2
3
4 5