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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.1M
3
+$14.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.2%
+3,185
77
$422K 0.19%
+11,890
78
$416K 0.19%
+4,090
79
$405K 0.18%
+7,672
80
$391K 0.18%
+8,464
81
$388K 0.17%
+7,344
82
$382K 0.17%
+2,349
83
$380K 0.17%
+7,801
84
$371K 0.17%
+33,906
85
$369K 0.17%
+9,100
86
$347K 0.16%
+2,812
87
$342K 0.15%
+3,513
88
$342K 0.15%
+2,986
89
$340K 0.15%
+7,106
90
$337K 0.15%
+7,045
91
$336K 0.15%
+12,200
92
$335K 0.15%
+2,580
93
$333K 0.15%
+3,137
94
$331K 0.15%
+965
95
$330K 0.15%
+12,393
96
$327K 0.15%
+18,740
97
$324K 0.15%
+1,808
98
$320K 0.14%
+6,392
99
$311K 0.14%
+12,339
100
$311K 0.14%
+1,807
2 3
4
5 6