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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.36%
344,902
+8,306
52
$13.3M 0.36%
257,945
+46,649
53
$13M 0.35%
14,151
+2,143
54
$12.9M 0.35%
62,919
+7,117
55
$12.8M 0.35%
373,216
+40,043
56
$12.8M 0.35%
16,574
+2,145
57
$12.6M 0.34%
72,823
+3,300
58
$12.1M 0.33%
2,443
-633
59
$12M 0.33%
41,289
+2,866
60
$11.9M 0.33%
417,943
+51,656
61
$11.8M 0.32%
59,989
-1,760
62
$11.5M 0.32%
114,768
+97,464
63
$11.5M 0.31%
284,400
+14,557
64
$11.5M 0.31%
64,495
+16,105
65
$11.3M 0.31%
25,405
+7,701
66
$11.3M 0.31%
141,005
+14,691
67
$11.2M 0.31%
73,816
+3,210
68
$11.2M 0.31%
151,502
+9,378
69
$11.2M 0.31%
21,277
+2,761
70
$11.2M 0.31%
67,066
-4,093
71
$10.9M 0.3%
82,458
+56,755
72
$10.6M 0.29%
87,950
+16,113
73
$10.6M 0.29%
172,105
+19,603
74
$10.5M 0.29%
209,263
+7,997
75
$10.4M 0.28%
219,061
+6,674
1 2
3
4 5