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
726
$506K 0.01%
+10,087
727
$506K 0.01%
11,653
+3,552
728
$504K 0.01%
4,113
+1,289
729
$503K 0.01%
6,052
-414
730
$502K 0.01%
18,189
+2,650
731
$501K 0.01%
4,663
-375
732
$501K 0.01%
20,670
-5,655
733
$499K 0.01%
+2,231
734
$490K 0.01%
+3,522
735
$489K 0.01%
16,340
+338
736
$487K 0.01%
44,872
+5,194
737
$487K 0.01%
6,237
-1,615
738
$485K 0.01%
3,824
-324
739
$485K 0.01%
+3,610
740
$484K 0.01%
+25,594
741
$484K 0.01%
18,393
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742
$483K 0.01%
5,720
-480
743
$481K 0.01%
8,604
-6,257
744
$480K 0.01%
1,415
-14
745
$478K 0.01%
10,512
-1,507
746
$475K 0.01%
4,003
+1
747
$474K 0.01%
9,158
-740
748
$474K 0.01%
10,475
+628
749
$474K 0.01%
12,108
+2
750
$473K 0.01%
17,211
+838
28 29
30
31 32