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
901
$311K 0.01%
37,212
-120,000
902
$310K 0.01%
12,500
-2,000
903
$306K 0.01%
5,749
+25
904
$306K 0.01%
3,876
-1,199
905
$305K 0.01%
8,200
906
$302K 0.01%
1,847
-449
907
$299K 0.01%
3,936
+115
908
$298K 0.01%
+10,000
909
$297K 0.01%
11,506
-3,351
910
$297K 0.01%
+17,338
911
$297K 0.01%
+2,009
912
$296K 0.01%
6,011
-2,183
913
$296K 0.01%
5,850
-7,056
914
$295K 0.01%
9,640
-625
915
$294K 0.01%
6,996
+1,450
916
$293K 0.01%
+1,981
917
$293K 0.01%
6,972
+2,060
918
$293K 0.01%
12,304
-2,866
919
$292K 0.01%
7,505
-25
920
$291K 0.01%
10,441
921
$291K 0.01%
734
922
$291K 0.01%
10,812
+1,662
923
$289K 0.01%
+5,899
924
$289K 0.01%
27,401
+4
925
$289K 0.01%
14,375
+429
35 36
37
38 39