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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$826K 0.16%
+24,627
102
$809K 0.16%
12,989
-66
103
$807K 0.16%
17,298
+3,912
104
$804K 0.16%
2,922
+191
105
$797K 0.15%
23,805
106
$782K 0.15%
21,482
-885
107
$775K 0.15%
30,546
+3,395
108
$742K 0.14%
4,741
+383
109
$737K 0.14%
8,753
-590
110
$733K 0.14%
32,784
-4,794
111
$700K 0.14%
2,268
+352
112
$700K 0.14%
4,231
-5,980
113
$690K 0.13%
4,535
+409
114
$678K 0.13%
21,934
115
$673K 0.13%
18,723
-1,098
116
$672K 0.13%
13,294
+7,363
117
$637K 0.12%
30,470
+70
118
$631K 0.12%
4,377
-547
119
$618K 0.12%
5,582
-11,666
120
$598K 0.12%
4,112
+1,139
121
$590K 0.11%
9,894
-955
122
$587K 0.11%
25,798
-912
123
$586K 0.11%
12,485
-825
124
$575K 0.11%
11,765
-696
125
$569K 0.11%
7,530
-548
3 4
5
6 7