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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$310K 0.01%
+400
727
$306K 0.01%
11,110
-153
728
$305K 0.01%
882
-153
729
$304K 0.01%
6,584
+1,589
730
$302K 0.01%
2,799
+56
731
$302K 0.01%
+3,089
732
$302K 0.01%
18,235
+2,419
733
$301K 0.01%
+5,918
734
$300K 0.01%
3,273
-3,526
735
$300K 0.01%
4,826
+12
736
$299K 0.01%
3,557
737
$299K 0.01%
+1,053
738
$298K 0.01%
+13,702
739
$297K 0.01%
+3,873
740
$295K 0.01%
4,558
+1,552
741
$294K 0.01%
+12,645
742
$294K 0.01%
6,025
+4
743
$291K 0.01%
+12,743
744
$291K 0.01%
+5,000
745
$290K 0.01%
7,394
+1,448
746
$290K 0.01%
+2,801
747
$290K 0.01%
+149
748
$286K 0.01%
4,192
-470
749
$285K 0.01%
+2,286
750
$284K 0.01%
+6,315
28 29
30
31 32