WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12M 0.27%
42,531
+960
77
$11.9M 0.27%
167,630
+93,373
78
$11.8M 0.27%
184,701
+23,028
79
$11.8M 0.27%
258,737
+13,714
80
$11.7M 0.27%
168,635
+8,232
81
$11.6M 0.26%
48,895
+3,064
82
$11.6M 0.26%
222,614
+5,603
83
$11.4M 0.26%
200,262
+3,563
84
$11.3M 0.26%
75,318
+1,417
85
$11.2M 0.26%
345,194
+141,764
86
$11.2M 0.25%
419,624
-22,645
87
$11.1M 0.25%
89,887
-2,195
88
$11M 0.25%
138,917
+5,313
89
$11M 0.25%
237,577
-10,753
90
$11M 0.25%
80,808
-484
91
$10.7M 0.24%
27,434
+3,988
92
$10.5M 0.24%
131,725
+12,479
93
$10.5M 0.24%
19,824
+206
94
$10.5M 0.24%
36,070
-378
95
$10.4M 0.24%
37,779
+3
96
$10.2M 0.23%
218,389
+20,925
97
$10.2M 0.23%
121,496
-13,497
98
$10.1M 0.23%
194,724
+21,806
99
$10.1M 0.23%
190,360
-3,323
100
$10.1M 0.23%
71,006
-1,042
2 3
4
5 6