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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$57.1M
3
+$43.8M
4
MSFT icon
Microsoft
MSFT
+$42.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$37.2M

Top Sells

1
+$31.1M
2
+$28.9M
3
+$14.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.2M

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
801
$246K 0.01%
+4,932
802
$245K 0.01%
+10,092
803
$244K 0.01%
+2,249
804
$244K 0.01%
+4,961
805
$243K 0.01%
+16,831
806
$242K 0.01%
+10,057
807
$242K 0.01%
+11,048
808
$241K 0.01%
10,415
-60
809
$240K 0.01%
+6,821
810
$240K 0.01%
+3,794
811
$238K 0.01%
9,562
+216
812
$238K 0.01%
+552
813
$237K 0.01%
+5,294
814
$231K 0.01%
1,058
-376
815
$230K 0.01%
1,777
-350
816
$230K 0.01%
1,763
-8
817
$229K 0.01%
+5,557
818
$229K 0.01%
+2,075
819
$228K 0.01%
+464
820
$228K 0.01%
8,426
+57
821
$227K 0.01%
+2,068
822
$227K 0.01%
+6,558
823
$227K 0.01%
4,667
+25
824
$227K 0.01%
+990
825
$226K 0.01%
19,376
+9,161
31 32
33
34 35