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
751
$284K 0.01%
5,616
-1,820
752
$283K 0.01%
+11,659
753
$283K 0.01%
5,729
-13,285
754
$282K 0.01%
+11,420
755
$282K 0.01%
5,436
+378
756
$281K 0.01%
+10,441
757
$279K 0.01%
6,887
-212
758
$277K 0.01%
+4,077
759
$276K 0.01%
+11,000
760
$275K 0.01%
+796
761
$274K 0.01%
2,477
-4,745
762
$273K 0.01%
+2,508
763
$272K 0.01%
3,010
+291
764
$272K 0.01%
5,376
+850
765
$271K 0.01%
10,766
+2,362
766
$269K 0.01%
2,479
+356
767
$269K 0.01%
+2,092
768
$269K 0.01%
11,720
+970
769
$268K 0.01%
14,643
-3,577
770
$268K 0.01%
5,680
-70
771
$266K 0.01%
18,082
+779
772
$266K 0.01%
7,162
-1,262
773
$266K 0.01%
9,161
+3,032
774
$265K 0.01%
+4,195
775
$265K 0.01%
2,928
+2
29 30
31
32 33