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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$31.5M
3
+$28.9M
4
AAPL icon
Apple
AAPL
+$21.7M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.6M

Top Sells

1
+$39.5M
2
+$29M
3
+$21.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$20.6M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.9M

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
876
$254K 0.01%
2,870
-58
877
$253K 0.01%
6,770
878
$253K 0.01%
7,728
+62
879
$253K 0.01%
+6,778
880
$252K 0.01%
+743
881
$252K 0.01%
5,004
-9,954
882
$252K 0.01%
9,270
+109
883
$252K 0.01%
2,365
-3,429
884
$251K 0.01%
1,924
+161
885
$251K 0.01%
+1,289
886
$251K 0.01%
2,390
-95
887
$250K 0.01%
4,356
+279
888
$249K 0.01%
+1,422
889
$249K 0.01%
2,727
-144
890
$248K 0.01%
+2,744
891
$248K 0.01%
4,907
-709
892
$247K 0.01%
+5,317
893
$247K 0.01%
+6,821
894
$246K 0.01%
+4,153
895
$246K 0.01%
3,501
896
$246K 0.01%
+4,336
897
$245K 0.01%
+9,686
898
$244K 0.01%
3,852
+135
899
$243K 0.01%
+6,394
900
$242K 0.01%
+4,743
34 35
36
37 38