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
926
$289K 0.01%
6,449
-3,547
927
$288K 0.01%
549
+187
928
$288K 0.01%
+1,111
929
$288K 0.01%
+22,092
930
$287K 0.01%
+11,530
931
$286K 0.01%
2,956
932
$285K 0.01%
+705
933
$283K 0.01%
13,568
+2,485
934
$283K 0.01%
10,688
-3,412
935
$283K 0.01%
6,700
+1,600
936
$283K 0.01%
11,659
937
$282K 0.01%
11,511
938
$282K 0.01%
154
-4
939
$278K 0.01%
3,570
-911
940
$277K 0.01%
+3,275
941
$277K 0.01%
3,018
-987
942
$277K 0.01%
11,000
943
$277K 0.01%
3,285
-280
944
$276K 0.01%
3,643
-772
945
$276K 0.01%
+4,559
946
$276K 0.01%
6,842
-263
947
$275K 0.01%
9,665
+2,271
948
$274K 0.01%
11,380
+2,642
949
$274K 0.01%
+3,411
950
$274K 0.01%
6,712
-58
36 37
38
39 40