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
826
$294K 0.01%
+1,506
827
$294K 0.01%
+3,114
828
$294K 0.01%
5,529
-496
829
$292K 0.01%
+1,657
830
$292K 0.01%
2,440
+100
831
$291K 0.01%
6,315
832
$290K 0.01%
6,819
+167
833
$290K 0.01%
+1,020
834
$288K 0.01%
7,930
+2,430
835
$288K 0.01%
2,827
+1,023
836
$288K 0.01%
+1,611
837
$287K 0.01%
2,956
838
$285K 0.01%
+5,047
839
$284K 0.01%
7,183
+413
840
$284K 0.01%
+2,497
841
$282K 0.01%
10,441
842
$282K 0.01%
+2,236
843
$282K 0.01%
11,420
844
$282K 0.01%
+14,014
845
$281K 0.01%
2,122
+345
846
$281K 0.01%
11,659
847
$280K 0.01%
+1,940
848
$278K 0.01%
7,187
+25
849
$277K 0.01%
+1,496
850
$276K 0.01%
3,060
+273
32 33
34
35 36