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
851
$276K 0.01%
11,000
852
$275K 0.01%
+11,457
853
$275K 0.01%
+11,511
854
$274K 0.01%
+3,364
855
$274K 0.01%
12,521
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856
$273K 0.01%
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857
$273K 0.01%
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858
$273K 0.01%
2,952
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$272K 0.01%
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-50
860
$272K 0.01%
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861
$271K 0.01%
2,442
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862
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8,246
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863
$269K 0.01%
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864
$268K 0.01%
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$267K 0.01%
3,821
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866
$266K 0.01%
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867
$262K 0.01%
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868
$262K 0.01%
6,078
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869
$261K 0.01%
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870
$260K 0.01%
1,229
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$258K 0.01%
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872
$258K 0.01%
1,980
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873
$258K 0.01%
+1,666
874
$256K 0.01%
5,128
-308
875
$256K 0.01%
6,791
-96
33 34
35
36 37