WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
1-Year Return
15.92%
This Quarter Return
+6.45%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$3.18B
AUM Growth
+$1.57B
(+98%)
Cap. Flow
+$1.48B
Cap. Flow
% of AUM
46.51%
Top 10 Holdings %
Top 10 Hldgs %
19.69%
Holding
919
New
298
Increased
450
Reduced
124
Closed
21
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$60.4M |
| 2 |
Church & Dwight Co
CHD
|
$58.3M |
| 3 |
Franklin US Large Cap Multifactor Index ETF
FLQL
|
$45.4M |
| 4 |
Microsoft
MSFT
|
$42.5M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$38.7M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$32.2M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$29.8M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$15.4M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$15.2M |
| 5 |
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% |
