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
901
$241K 0.01%
+1,344
902
$241K 0.01%
1,960
+8
903
$241K 0.01%
4,526
+331
904
$241K 0.01%
3,530
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905
$240K 0.01%
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906
$240K 0.01%
+2,935
907
$238K 0.01%
5,597
-2,669
908
$237K 0.01%
6,764
-575
909
$237K 0.01%
2,558
+302
910
$237K 0.01%
1,034
+21
911
$236K 0.01%
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912
$236K 0.01%
+23,433
913
$236K 0.01%
+7,752
914
$234K 0.01%
13,107
-1,536
915
$233K 0.01%
1,560
+364
916
$233K 0.01%
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917
$233K 0.01%
8,025
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$231K 0.01%
4,589
-14,426
919
$230K 0.01%
+5,880
920
$230K 0.01%
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921
$229K 0.01%
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922
$228K 0.01%
+4,772
923
$228K 0.01%
1,726
+345
924
$228K 0.01%
+4,606
925
$226K 0.01%
+1,934
35 36
37
38 39