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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.17%
2,850
-753
102
$682K 0.15%
14,900
-15
103
$668K 0.15%
3,985
+30
104
$656K 0.15%
4,648
+2,090
105
$643K 0.15%
2,727
-96
106
$628K 0.14%
3,500
+233
107
$627K 0.14%
65,417
-1,100
108
$623K 0.14%
20,590
+5,903
109
$621K 0.14%
10,562
+1,330
110
$619K 0.14%
1,827
+328
111
$615K 0.14%
18,650
112
$615K 0.14%
3,309
113
$615K 0.14%
5,701
+70
114
$591K 0.13%
23,547
+5,328
115
$590K 0.13%
2,440
+214
116
$583K 0.13%
1,822
+740
117
$582K 0.13%
17,411
+1,475
118
$574K 0.13%
12,963
+902
119
$557K 0.13%
24,777
+10,764
120
$556K 0.13%
12,444
-1,313
121
$553K 0.13%
14,510
+1,169
122
$546K 0.12%
5,356
-1,135
123
$540K 0.12%
2,541
+290
124
$526K 0.12%
8,230
+920
125
$499K 0.11%
7,313
+2,986
3 4
5
6 7