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
851
$210K 0.01%
+1,249
852
$210K 0.01%
+7,105
853
$209K 0.01%
+2,256
854
$209K 0.01%
+12,741
855
$209K 0.01%
4,973
-31
856
$208K 0.01%
+5,866
857
$208K 0.01%
7,961
858
$207K 0.01%
13,325
859
$207K 0.01%
1,120
+379
860
$207K 0.01%
+7,585
861
$205K 0.01%
+4,119
862
$204K 0.01%
3,800
+200
863
$204K 0.01%
18,165
+1,446
864
$204K 0.01%
+4,943
865
$204K 0.01%
+4,598
866
$203K 0.01%
+9,213
867
$202K 0.01%
+1,804
868
$202K 0.01%
874
-84
869
$201K 0.01%
+324
870
$201K 0.01%
+6,341
871
$201K 0.01%
+5,500
872
$201K 0.01%
+3,165
873
$201K 0.01%
+2,392
874
$199K 0.01%
13,532
-4,830
875
$197K 0.01%
+34,000
33 34
35
36 37