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
776
$337K 0.01%
12,239
-4,997
777
$336K 0.01%
4,145
-25
778
$335K 0.01%
14,220
+2,500
779
$335K 0.01%
7,150
+2,189
780
$334K 0.01%
2,825
+348
781
$334K 0.01%
14,400
782
$333K 0.01%
+1,063
783
$333K 0.01%
13,480
+777
784
$333K 0.01%
13,343
-292
785
$332K 0.01%
11,848
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786
$332K 0.01%
5,000
787
$331K 0.01%
12,831
-5,281
788
$331K 0.01%
+2,146
789
$331K 0.01%
+10,182
790
$329K 0.01%
4,686
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791
$329K 0.01%
9,725
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792
$328K 0.01%
5,431
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793
$325K 0.01%
11,110
794
$324K 0.01%
13,000
795
$324K 0.01%
+1,998
796
$323K 0.01%
8,717
+1,417
797
$323K 0.01%
7,243
+659
798
$323K 0.01%
+27,394
799
$323K 0.01%
712
+160
800
$322K 0.01%
+3,676
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