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
926
$226K 0.01%
10,712
+70
927
$226K 0.01%
+324
928
$225K 0.01%
6,145
-650
929
$224K 0.01%
+900
930
$223K 0.01%
+11,194
931
$223K 0.01%
18,398
+5,000
932
$222K 0.01%
+1,484
933
$221K 0.01%
+1,304
934
$220K 0.01%
8,104
+999
935
$219K 0.01%
+7,238
936
$219K 0.01%
820
-1,175
937
$217K 0.01%
+6,852
938
$217K 0.01%
23,244
+7,015
939
$217K 0.01%
+3,360
940
$216K 0.01%
1,822
941
$216K 0.01%
5,690
942
$215K 0.01%
4,147
-42
943
$215K 0.01%
13,325
944
$215K 0.01%
5,582
+609
945
$214K 0.01%
+512
946
$213K 0.01%
8,587
+161
947
$212K 0.01%
+3,540
948
$211K 0.01%
8,996
-1,061
949
$211K 0.01%
+1,475
950
$211K 0.01%
2,334
36 37
38
39 40