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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.95M 0.25%
164,622
+20,680
102
$7.81M 0.24%
93,903
-911
103
$7.75M 0.24%
32,580
+22,407
104
$7.68M 0.24%
45,166
+33,985
105
$7.62M 0.24%
+34,514
106
$7.36M 0.23%
92,706
+53,528
107
$7.32M 0.23%
137,503
+16,749
108
$7.11M 0.22%
247,500
+6,400
109
$7.03M 0.22%
265,971
+1,746
110
$7M 0.22%
47,543
+11,054
111
$6.95M 0.22%
71,292
+67,799
112
$6.94M 0.22%
+89,707
113
$6.94M 0.22%
28,909
+27,597
114
$6.84M 0.21%
25,965
+837
115
$6.74M 0.21%
79,783
+63,910
116
$6.7M 0.21%
147,346
+141,817
117
$6.69M 0.21%
34,236
+7,709
118
$6.69M 0.21%
40,741
+36,334
119
$6.65M 0.21%
+68,548
120
$6.64M 0.21%
38,334
+18,706
121
$6.63M 0.21%
163,672
+79,560
122
$6.49M 0.2%
32,298
+20,040
123
$6.49M 0.2%
218,011
-16,917
124
$6.42M 0.2%
23,714
+1,670
125
$6.36M 0.2%
33,530
+28,244
3 4
5
6 7