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
776
$264K 0.01%
1,952
-9
777
$264K 0.01%
6,770
+1,050
778
$263K 0.01%
6,795
-793
779
$263K 0.01%
+6,139
780
$263K 0.01%
+8,007
781
$258K 0.01%
+7,666
782
$258K 0.01%
+2,340
783
$258K 0.01%
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784
$257K 0.01%
14,855
-315
785
$255K 0.01%
6,770
786
$255K 0.01%
7,300
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787
$254K 0.01%
+2,787
788
$253K 0.01%
+6,652
789
$253K 0.01%
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790
$253K 0.01%
+499
791
$253K 0.01%
3,501
792
$253K 0.01%
2,485
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793
$252K 0.01%
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794
$252K 0.01%
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795
$251K 0.01%
8,529
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796
$251K 0.01%
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797
$251K 0.01%
+3,650
798
$250K 0.01%
+12,340
799
$249K 0.01%
+2,417
800
$248K 0.01%
+3,518
30 31
32
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