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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.24%
8,319
+4
77
$1.03M 0.24%
3,333
-190
78
$1.02M 0.23%
14,242
-1,174
79
$987K 0.23%
23,513
-1,988
80
$947K 0.22%
6,705
+1
81
$939K 0.22%
7,502
-24
82
$908K 0.21%
60,318
-1,317
83
$894K 0.21%
9,642
+6,142
84
$867K 0.2%
13,475
-155
85
$854K 0.2%
2,572
+71
86
$844K 0.19%
4,974
-941
87
$837K 0.19%
20,626
-7,000
88
$818K 0.19%
5,395
-20
89
$794K 0.18%
16,748
-1,849
90
$781K 0.18%
23,805
91
$778K 0.18%
2,462
-544
92
$756K 0.17%
31,176
-1,036
93
$754K 0.17%
3,942
-581
94
$732K 0.17%
3,052
-1,659
95
$729K 0.17%
5,258
+527
96
$713K 0.16%
32,400
-88,321
97
$712K 0.16%
14,293
-689
98
$704K 0.16%
5,030
-150
99
$699K 0.16%
58,917
-2,500
100
$693K 0.16%
28,191
-1,953
2 3
4
5 6