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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.23%
7,854
+3,443
77
$1M 0.23%
13,317
-157
78
$998K 0.23%
7,839
+24
79
$995K 0.23%
8,667
+338
80
$979K 0.22%
6,533
+161
81
$929K 0.21%
9,442
82
$925K 0.21%
9,191
+354
83
$899K 0.2%
13,504
+1,652
84
$894K 0.2%
3,275
-1,281
85
$880K 0.2%
29,362
+1,836
86
$876K 0.2%
6,584
-216
87
$874K 0.2%
8,278
+598
88
$864K 0.2%
17,291
+1,151
89
$843K 0.19%
5,133
+17
90
$837K 0.19%
40,781
+5,825
91
$815K 0.18%
2,483
+115
92
$805K 0.18%
2,981
+9
93
$798K 0.18%
15,890
-300
94
$791K 0.18%
16,537
+9,010
95
$771K 0.17%
13,600
+3,124
96
$768K 0.17%
5,429
-1,023
97
$767K 0.17%
44,214
+3,924
98
$762K 0.17%
1,324
+1
99
$758K 0.17%
8,478
+713
100
$748K 0.17%
29,968
2 3
4
5 6