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
951
$273K 0.01%
7,432
+4
952
$272K 0.01%
5,432
-1,489
953
$272K 0.01%
+12,398
954
$272K 0.01%
3,502
955
$271K 0.01%
+880
956
$271K 0.01%
+3,140
957
$271K 0.01%
+2,176
958
$271K 0.01%
8,062
-75
959
$270K 0.01%
+18,055
960
$270K 0.01%
1,119
-55
961
$270K 0.01%
10,030
-315
962
$269K 0.01%
2,448
-875
963
$269K 0.01%
10,529
-80
964
$268K 0.01%
+10,890
965
$268K 0.01%
20,000
-100,800
966
$266K 0.01%
3,013
-3,078
967
$266K 0.01%
4,198
+3
968
$264K 0.01%
+3,812
969
$264K 0.01%
+2,899
970
$264K 0.01%
4,144
-213
971
$263K 0.01%
+7,967
972
$262K 0.01%
13,416
973
$262K 0.01%
2,050
+100
974
$261K 0.01%
2,836
-12
975
$261K 0.01%
16,430
+468
37 38
39
40 41