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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10M 0.31%
55,802
+52,247
77
$10M 0.31%
42,173
+18,387
78
$9.71M 0.3%
42,180
+41,279
79
$9.66M 0.3%
55,638
+54,448
80
$9.56M 0.3%
48,390
-3,731
81
$9.33M 0.29%
15,088
+548
82
$9.28M 0.29%
32,183
+28,950
83
$9.25M 0.29%
160,023
+4,163
84
$9.25M 0.29%
190,296
+174,452
85
$9.21M 0.29%
+142,124
86
$9.17M 0.29%
17,704
+8,323
87
$9.14M 0.29%
18,516
+15,491
88
$8.99M 0.28%
153,014
+3,159
89
$8.94M 0.28%
15,694
-595
90
$8.85M 0.28%
+17,028
91
$8.77M 0.28%
35,581
+18,060
92
$8.73M 0.27%
111,809
+52,153
93
$8.72M 0.27%
16,880
+11,996
94
$8.62M 0.27%
184,410
+34,682
95
$8.51M 0.27%
189,527
+128,020
96
$8.51M 0.27%
52,946
+46,784
97
$8.44M 0.26%
71,837
+62,762
98
$8.37M 0.26%
140,665
+45,660
99
$8.3M 0.26%
184,228
-1,197
100
$8.23M 0.26%
173,221
+66,037
2 3
4
5 6