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
1076
$204K ﹤0.01%
+6,420
1077
$203K ﹤0.01%
+4,050
1078
$201K ﹤0.01%
+400
1079
$200K ﹤0.01%
+6,301
1080
$200K ﹤0.01%
+933
1081
$198K ﹤0.01%
11,102
+27
1082
$193K ﹤0.01%
+10,090
1083
$191K ﹤0.01%
18,146
+2,669
1084
$190K ﹤0.01%
+12,994
1085
$190K ﹤0.01%
13,961
+3,544
1086
$188K ﹤0.01%
+49,165
1087
$180K ﹤0.01%
14,361
-12,967
1088
$179K ﹤0.01%
8,474
+641
1089
$176K ﹤0.01%
+12,827
1090
$176K ﹤0.01%
+33,563
1091
$171K ﹤0.01%
22,300
-347
1092
$166K ﹤0.01%
17,097
1093
$165K ﹤0.01%
8,093
-487
1094
$162K ﹤0.01%
10,705
-252,905
1095
$159K ﹤0.01%
11,380
-141
1096
$157K ﹤0.01%
13,656
+596
1097
$156K ﹤0.01%
17,209
+1,200
1098
$155K ﹤0.01%
14,643
-8,601
1099
$151K ﹤0.01%
10,500
-1,000
1100
$147K ﹤0.01%
13,529
+655
42 43
44
45 46