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
1026
$229K 0.01%
5,699
-91
1027
$228K 0.01%
744
+105
1028
$228K 0.01%
5,523
-435
1029
$228K 0.01%
14,468
-4,130
1030
$228K 0.01%
+558
1031
$228K 0.01%
6,719
+974
1032
$227K 0.01%
1,947
-2,348
1033
$227K 0.01%
+9,385
1034
$227K 0.01%
+3,337
1035
$225K 0.01%
11,226
-420
1036
$225K 0.01%
+927
1037
$224K 0.01%
+3,041
1038
$224K 0.01%
+3,329
1039
$223K 0.01%
5,033
-1,042
1040
$222K 0.01%
+1,106
1041
$222K 0.01%
1,441
-1,075
1042
$222K 0.01%
+6,043
1043
$222K 0.01%
+8,130
1044
$220K 0.01%
+1,000
1045
$220K 0.01%
14,340
-9,114
1046
$218K 0.01%
+1,622
1047
$218K 0.01%
+1,386
1048
$218K 0.01%
1,124
-5
1049
$218K ﹤0.01%
13,777
-4,780
1050
$218K ﹤0.01%
+5,294
40 41
42
43 44