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
776
$444K 0.01%
8,911
+85
777
$442K 0.01%
8,336
+826
778
$442K 0.01%
7,169
-136
779
$442K 0.01%
13,748
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780
$441K 0.01%
3,419
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781
$440K 0.01%
1,324
-386
782
$440K 0.01%
8,580
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$439K 0.01%
3,628
-44
784
$434K 0.01%
7,444
-1,080
785
$431K 0.01%
6,903
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786
$429K 0.01%
10,648
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787
$425K 0.01%
30,276
+6,294
788
$425K 0.01%
6,170
+362
789
$423K 0.01%
20,378
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790
$423K 0.01%
23,220
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$420K 0.01%
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792
$419K 0.01%
726
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793
$417K 0.01%
4,387
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794
$417K 0.01%
4,670
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795
$415K 0.01%
+2,752
796
$413K 0.01%
3,689
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797
$409K 0.01%
+1,302
798
$407K 0.01%
4,425
799
$406K 0.01%
12,689
-352
800
$404K 0.01%
14,356
+1,950
30 31
32
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