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

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$225K 0.01%
+5,651
827
$225K 0.01%
+1,249
828
$223K 0.01%
535
-55
829
$222K 0.01%
+1,688
830
$221K 0.01%
+3,521
831
$221K 0.01%
+2,539
832
$221K 0.01%
2,710
+190
833
$221K 0.01%
+1,918
834
$220K 0.01%
3,717
835
$220K 0.01%
1,783
-133
836
$220K 0.01%
+5,400
837
$220K 0.01%
1,822
838
$218K 0.01%
+4,189
839
$217K 0.01%
+1,983
840
$216K 0.01%
+1,196
841
$215K 0.01%
4,960
+15
842
$213K 0.01%
+2,334
843
$212K 0.01%
+2,949
844
$212K 0.01%
+545
845
$211K 0.01%
+21,014
846
$211K 0.01%
+1,013
847
$211K 0.01%
+1,458
848
$211K 0.01%
+2,795
849
$210K 0.01%
+7,339
850
$210K 0.01%
+5,690
32 33
34
35 36