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
876
$333K 0.01%
4,492
+4
877
$331K 0.01%
4,929
+351
878
$329K 0.01%
7,550
+1,535
879
$328K 0.01%
+5,237
880
$328K 0.01%
3,312
+98
881
$327K 0.01%
6,701
-33,168
882
$327K 0.01%
+7,369
883
$326K 0.01%
5,514
-71
884
$325K 0.01%
4,853
-1
885
$325K 0.01%
1,454
-381
886
$324K 0.01%
8,423
-740
887
$322K 0.01%
+2,608
888
$321K 0.01%
4,252
+330
889
$319K 0.01%
10,567
+1,153
890
$318K 0.01%
10,642
-387
891
$317K 0.01%
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892
$316K 0.01%
5,400
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893
$316K 0.01%
6,419
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894
$315K 0.01%
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895
$315K 0.01%
+10,918
896
$314K 0.01%
4,284
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897
$313K 0.01%
7,161
-419
898
$313K 0.01%
1,352
+66
899
$313K 0.01%
4,252
-350
900
$312K 0.01%
+2,225
34 35
36
37 38