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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.57M 0.23%
37,577
+1,996
102
$8.5M 0.23%
70,340
+8,835
103
$8.21M 0.22%
100,127
+6,224
104
$8.15M 0.22%
254,475
+6,975
105
$8.14M 0.22%
43,600
+2,859
106
$8.05M 0.22%
48,027
+9,693
107
$7.99M 0.22%
128,280
+40,258
108
$7.97M 0.22%
182,532
+35,186
109
$7.92M 0.22%
51,528
+6,362
110
$7.87M 0.22%
70,678
+12,311
111
$7.82M 0.21%
64,985
+14,313
112
$7.69M 0.21%
+58,494
113
$7.58M 0.21%
20,537
+3,509
114
$7.49M 0.2%
53,678
-16,081
115
$7.43M 0.2%
70,417
+27,760
116
$7.43M 0.2%
180,372
+16,700
117
$7.3M 0.2%
41,633
+21,357
118
$7.24M 0.2%
88,582
-1,125
119
$7.24M 0.2%
37,540
+4,010
120
$7.21M 0.2%
183,781
-447
121
$7.18M 0.2%
34,156
+1,576
122
$7.16M 0.2%
6,752
+203
123
$7.1M 0.19%
257,382
+39,371
124
$6.97M 0.19%
+290,747
125
$6.95M 0.19%
28,585
+4,974
3 4
5
6 7