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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.23%
37,500
77
$1.21M 0.23%
48,367
-2,202
78
$1.2M 0.23%
18,965
+730
79
$1.18M 0.23%
23,400
+2,444
80
$1.17M 0.23%
28,753
-938
81
$1.09M 0.21%
62,592
+2,946
82
$1.09M 0.21%
14,479
+6,046
83
$1.08M 0.21%
22,132
+5,824
84
$1.05M 0.2%
22,669
-464
85
$1.04M 0.2%
9,667
+59
86
$1.04M 0.2%
6,561
+40
87
$1.01M 0.2%
6,779
+30
88
$1.01M 0.2%
9,411
-417
89
$978K 0.19%
+21,261
90
$949K 0.18%
13,572
+223
91
$946K 0.18%
6,838
-8,428
92
$939K 0.18%
6,004
+584
93
$918K 0.18%
2,664
94
$898K 0.17%
+8,927
95
$897K 0.17%
5,029
96
$882K 0.17%
2,586
-55
97
$871K 0.17%
+31,375
98
$855K 0.17%
8,756
-755
99
$841K 0.16%
66,197
+4,280
100
$834K 0.16%
2,685
+251
2 3
4
5 6