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
1051
$217K ﹤0.01%
+5,932
1052
$217K ﹤0.01%
+1,954
1053
$216K ﹤0.01%
+2,170
1054
$216K ﹤0.01%
5,556
-4,161
1055
$215K ﹤0.01%
1,820
-2
1056
$215K ﹤0.01%
1,698
-257
1057
$213K ﹤0.01%
12,415
+1,043
1058
$213K ﹤0.01%
5,390
1059
$213K ﹤0.01%
1,020
-390
1060
$212K ﹤0.01%
7,000
-6,750
1061
$212K ﹤0.01%
2,334
1062
$212K ﹤0.01%
2,196
-1,362
1063
$212K ﹤0.01%
14,000
-12,968
1064
$211K ﹤0.01%
4,334
+63
1065
$211K ﹤0.01%
+519
1066
$208K ﹤0.01%
2,956
1067
$206K ﹤0.01%
+3,356
1068
$206K ﹤0.01%
1,319
-1,835
1069
$206K ﹤0.01%
+4,947
1070
$206K ﹤0.01%
+3,949
1071
$206K ﹤0.01%
+6,758
1072
$205K ﹤0.01%
+358
1073
$205K ﹤0.01%
+7,120
1074
$205K ﹤0.01%
13,325
1075
$205K ﹤0.01%
+5,367
41 42
43
44 45