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
751
$472K 0.01%
+5,490
752
$471K 0.01%
2,623
+68
753
$471K 0.01%
+1,484
754
$471K 0.01%
+30,858
755
$469K 0.01%
32,189
+2,263
756
$469K 0.01%
23,540
-124
757
$468K 0.01%
+5,902
758
$466K 0.01%
28,597
-74
759
$462K 0.01%
6,788
+2,172
760
$461K 0.01%
1,895
-47
761
$456K 0.01%
+851
762
$456K 0.01%
8,873
-1,010
763
$456K 0.01%
11,565
+28
764
$456K 0.01%
2,810
+263
765
$456K 0.01%
21,034
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766
$455K 0.01%
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767
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768
$453K 0.01%
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769
$452K 0.01%
3,804
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770
$449K 0.01%
565
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771
$448K 0.01%
13,225
+3,593
772
$448K 0.01%
2,754
-1,047
773
$447K 0.01%
10,866
-4,428
774
$446K 0.01%
22,788
-1,396
775
$445K 0.01%
8,716
-5,585
29 30
31
32 33