WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.1M
3
+$14.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.14%
+707
102
$308K 0.14%
+20,957
103
$307K 0.14%
+14,484
104
$307K 0.14%
+22,965
105
$306K 0.14%
+10,017
106
$304K 0.14%
+6,726
107
$297K 0.13%
+3,765
108
$295K 0.13%
+1,765
109
$292K 0.13%
+7,226
110
$287K 0.13%
+16,032
111
$284K 0.13%
+4,454
112
$277K 0.12%
+1,418
113
$271K 0.12%
+11,810
114
$267K 0.12%
+2,769
115
$267K 0.12%
+2,696
116
$265K 0.12%
+2,620
117
$264K 0.12%
+2,270
118
$262K 0.12%
+878
119
$262K 0.12%
+8,579
120
$260K 0.12%
+3,479
121
$257K 0.12%
+5,245
122
$253K 0.11%
+2,737
123
$251K 0.11%
+9,515
124
$248K 0.11%
+13,200
125
$240K 0.11%
+2,173
3 4
5
6 7