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
976
$261K 0.01%
14,955
+2,533
977
$260K 0.01%
9,101
-17,842
978
$260K 0.01%
+589
979
$260K 0.01%
2,368
-23
980
$259K 0.01%
2,432
-11,971
981
$259K 0.01%
+22,573
982
$259K 0.01%
13,523
-8,273
983
$258K 0.01%
14,744
+17
984
$258K 0.01%
+2,309
985
$257K 0.01%
+5,964
986
$257K 0.01%
+1,112
987
$256K 0.01%
+4,636
988
$256K 0.01%
+6,388
989
$255K 0.01%
5,023
-219
990
$255K 0.01%
1,655
+179
991
$255K 0.01%
+1,301
992
$253K 0.01%
+3,116
993
$253K 0.01%
11,540
-1,178
994
$253K 0.01%
6,245
-1,524
995
$253K 0.01%
+4,476
996
$252K 0.01%
1,532
-1,923
997
$251K 0.01%
4,136
+510
998
$250K 0.01%
9,902
+797
999
$250K 0.01%
5,130
+330
1000
$249K 0.01%
+27,855
38 39
40
41 42