WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.1M 0.37%
58,003
+51,891
52
$16M 0.36%
54,121
+37,369
53
$15.9M 0.36%
174,269
+11,262
54
$15.9M 0.36%
2,745
+141
55
$15.7M 0.36%
50,223
+2,911
56
$15.6M 0.35%
360,182
+121,282
57
$15.4M 0.35%
67,943
+21,287
58
$14.6M 0.33%
230,830
-143,643
59
$14.5M 0.33%
79,618
+8,997
60
$14.5M 0.33%
66,189
+5,280
61
$14.1M 0.32%
77,171
+35,077
62
$14M 0.32%
189,774
-8,051
63
$14M 0.32%
331,085
+44,740
64
$14M 0.32%
572,558
+11,378
65
$13.9M 0.32%
61,537
+3,755
66
$13.9M 0.31%
49,489
+2,443
67
$13.6M 0.31%
156,107
+2,868
68
$13.5M 0.31%
84,716
+33,803
69
$13.5M 0.31%
106,435
+1,299
70
$13.4M 0.3%
242,610
+82,392
71
$12.5M 0.29%
52,699
+2,459
72
$12.5M 0.28%
72,521
+76
73
$12.4M 0.28%
78,747
+11,940
74
$12.2M 0.28%
240,088
-1,185
75
$12.1M 0.27%
21,477
-1,086
1 2
3
4 5