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
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$379K 0.01%
4,037
-80
827
$379K 0.01%
8,920
-188
828
$378K 0.01%
1,476
+429
829
$378K 0.01%
10,632
-777
830
$376K 0.01%
7,567
-5,229
831
$375K 0.01%
+15,017
832
$375K 0.01%
7,000
833
$374K 0.01%
2,146
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834
$370K 0.01%
+2,196
835
$369K 0.01%
5,233
-638
836
$368K 0.01%
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837
$367K 0.01%
+1,861
838
$367K 0.01%
3,383
-8
839
$366K 0.01%
4,563
-222
840
$366K 0.01%
15,744
-15,781
841
$365K 0.01%
8,464
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842
$365K 0.01%
17,971
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843
$364K 0.01%
18,084
844
$362K 0.01%
2,025
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845
$361K 0.01%
+2,050
846
$359K 0.01%
+2,115
847
$359K 0.01%
12,282
+1,286
848
$358K 0.01%
15,606
+21
849
$358K 0.01%
21,329
-2,309
850
$357K 0.01%
10,956
-3,845
32 33
34
35 36