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
851
$357K 0.01%
+11,900
852
$356K 0.01%
8,717
853
$356K 0.01%
+2,469
854
$354K 0.01%
4,103
-14
855
$353K 0.01%
4,105
856
$353K 0.01%
7,021
+585
857
$352K 0.01%
+5,000
858
$350K 0.01%
8,684
+445
859
$350K 0.01%
5,117
-17
860
$349K 0.01%
1,929
-1,434
861
$349K 0.01%
3,390
+1,257
862
$349K 0.01%
+4,829
863
$348K 0.01%
79,701
+892
864
$347K 0.01%
+1,587
865
$346K 0.01%
14,220
866
$343K 0.01%
+2,106
867
$342K 0.01%
707
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868
$340K 0.01%
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869
$339K 0.01%
+17,780
870
$339K 0.01%
2,337
871
$337K 0.01%
2,195
-205
872
$336K 0.01%
6,708
-53
873
$336K 0.01%
11,697
-812
874
$335K 0.01%
14,400
875
$334K 0.01%
1,690
-7,495
33 34
35
36 37