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
951
$211K 0.01%
+11,116
952
$210K 0.01%
4,822
+155
953
$209K 0.01%
+5,200
954
$209K 0.01%
7,961
955
$209K 0.01%
+3,632
956
$208K 0.01%
+5,546
957
$207K 0.01%
5,694
+137
958
$206K 0.01%
+12,175
959
$206K 0.01%
15,993
-838
960
$205K 0.01%
14,169
+3,090
961
$205K 0.01%
+989
962
$203K 0.01%
+1,527
963
$203K 0.01%
2,236
-1,138
964
$203K 0.01%
+6,655
965
$203K 0.01%
+10,036
966
$202K 0.01%
+4,896
967
$202K 0.01%
+6,354
968
$201K 0.01%
3,925
-4,925
969
$194K 0.01%
+21,830
970
$186K 0.01%
+14,891
971
$185K 0.01%
+14,333
972
$181K 0.01%
+6,004
973
$173K ﹤0.01%
+11,500
974
$170K ﹤0.01%
+14,714
975
$152K ﹤0.01%
17,097
-2,279
37 38
39
40 41