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
801
$321K 0.01%
1,847
+91
802
$321K 0.01%
691
-19
803
$318K 0.01%
7,863
-33
804
$314K 0.01%
32,014
+11,000
805
$314K 0.01%
15,491
+2,748
806
$314K 0.01%
+1,360
807
$310K 0.01%
20,082
+2,000
808
$310K 0.01%
6,548
809
$309K 0.01%
4,844
+18
810
$309K 0.01%
+885
811
$307K 0.01%
4,493
+44
812
$307K 0.01%
+9,622
813
$306K 0.01%
12,395
+1,629
814
$305K 0.01%
+1,723
815
$305K 0.01%
2,524
+432
816
$304K 0.01%
+4,496
817
$303K 0.01%
8,247
+1,689
818
$303K 0.01%
+3,027
819
$303K 0.01%
3,510
+1,527
820
$300K 0.01%
2,654
+146
821
$300K 0.01%
3,934
+377
822
$299K 0.01%
6,173
+444
823
$297K 0.01%
13,702
824
$295K 0.01%
+7,099
825
$295K 0.01%
2,791
-8
31 32
33
34 35