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
1001
$248K 0.01%
+933
1002
$247K 0.01%
+1,658
1003
$247K 0.01%
+5,041
1004
$247K 0.01%
+5,315
1005
$247K 0.01%
15,775
-1,536
1006
$246K 0.01%
2,051
-210
1007
$245K 0.01%
5,575
-3,316
1008
$244K 0.01%
+4,292
1009
$244K 0.01%
4,190
-13
1010
$244K 0.01%
45,110
+1,144
1011
$243K 0.01%
865
-1
1012
$241K 0.01%
8,234
-282
1013
$241K 0.01%
4,500
-300
1014
$241K 0.01%
8,720
1015
$240K 0.01%
+4,451
1016
$239K 0.01%
+3,402
1017
$238K 0.01%
4,743
1018
$236K 0.01%
1,076
-3
1019
$236K 0.01%
5,275
+287
1020
$232K 0.01%
+1,229
1021
$232K 0.01%
1,722
-136
1022
$231K 0.01%
3,268
-1,122
1023
$231K 0.01%
+2,622
1024
$231K 0.01%
3,391
-69
1025
$230K 0.01%
+4,613
39 40
41
42 43