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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.32%
3,820
-3,657
77
$2.23M 0.32%
+47,903
78
$2.22M 0.32%
22,672
-8,126
79
$2.09M 0.3%
3,150
-7,473
80
$2.07M 0.3%
6,086
-6,129
81
$2.03M 0.29%
72,125
+6,100
82
$1.95M 0.28%
91,584
-291
83
$1.91M 0.27%
5,155
-18,555
84
$1.9M 0.27%
+17,261
85
$1.89M 0.27%
+23,977
86
$1.78M 0.25%
8,172
-4,786
87
$1.76M 0.25%
59,888
-103,990
88
$1.74M 0.25%
+26,433
89
$1.71M 0.24%
8,273
-8,765
90
$1.68M 0.24%
+16,655
91
$1.63M 0.23%
2,275
-1,137
92
$1.63M 0.23%
+9,296
93
$1.61M 0.23%
18,671
-11,092
94
$1.61M 0.23%
7,212
-8,637
95
$1.61M 0.23%
+64,976
96
$1.6M 0.23%
49,422
+15,150
97
$1.58M 0.23%
1,690
+94
98
$1.55M 0.22%
7,916
-10,540
99
$1.54M 0.22%
21,176
+1,845
100
$1.52M 0.22%
17,432
-3,842
2 3
4
5 6