WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.98M 0.23%
75,388
+16,961
102
$9.97M 0.23%
80,373
+4,081
103
$9.93M 0.23%
278,112
+2,673
104
$9.92M 0.23%
251,185
+98,536
105
$9.69M 0.22%
44,463
+1,199
106
$9.57M 0.22%
46,565
-13,245
107
$9.36M 0.21%
24,197
+1,794
108
$9.27M 0.21%
29,185
+2,649
109
$9.07M 0.21%
63,373
-2,659
110
$9.06M 0.21%
16,001
-206
111
$9.03M 0.21%
109,022
+6,706
112
$9.01M 0.2%
39,142
+2,749
113
$8.87M 0.2%
53,374
-1,476
114
$8.83M 0.2%
204,192
+10,140
115
$8.8M 0.2%
55,283
+2,126
116
$8.8M 0.2%
156,646
+6,301
117
$8.66M 0.2%
196,559
-3,110
118
$8.57M 0.19%
112,673
+3,144
119
$8.48M 0.19%
27,833
+966
120
$8.35M 0.19%
40,779
+10,509
121
$8.32M 0.19%
321,794
+27,292
122
$8.3M 0.19%
97,480
+63,866
123
$8.23M 0.19%
33,373
+32,420
124
$8.2M 0.19%
136,541
+7,494
125
$8.16M 0.19%
55,911
+2,600
3 4
5
6 7