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
726
$389K 0.01%
16,699
+29
727
$388K 0.01%
17,013
+28
728
$387K 0.01%
9,230
+21
729
$386K 0.01%
10,412
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730
$386K 0.01%
12,939
+2,703
731
$385K 0.01%
1,062
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732
$383K 0.01%
23,522
+9,990
733
$380K 0.01%
19,486
+1,116
734
$379K 0.01%
11,357
+30
735
$379K 0.01%
5,313
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736
$378K 0.01%
+3,355
737
$378K 0.01%
7,223
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738
$376K 0.01%
12,867
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739
$376K 0.01%
1,581
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740
$374K 0.01%
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$374K 0.01%
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2,476
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743
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3,365
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744
$372K 0.01%
33,961
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745
$371K 0.01%
6,344
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746
$370K 0.01%
32,150
+17,040
747
$368K 0.01%
5,068
+2,676
748
$365K 0.01%
9,856
+18
749
$364K 0.01%
1,510
-631
750
$362K 0.01%
8,175
28 29
30
31 32