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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.1M
3
+$14.7M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.11%
+2,087
127
$238K 0.11%
+5,530
128
$238K 0.11%
+959
129
$235K 0.11%
+6,006
130
$235K 0.11%
+3,092
131
$232K 0.1%
+4,581
132
$230K 0.1%
+1,503
133
$230K 0.1%
+1,712
134
$227K 0.1%
+2,665
135
$222K 0.1%
+3,804
136
$221K 0.1%
+4,459
137
$214K 0.1%
+3,756
138
$214K 0.1%
+2,499
139
$213K 0.1%
+5,985
140
$213K 0.1%
+4,293
141
$211K 0.09%
+5,250
142
$210K 0.09%
+1,385
143
$203K 0.09%
+1,931
144
$201K 0.09%
+13,024
145
$200K 0.09%
+14,906
146
$199K 0.09%
+13,904
147
$118K 0.05%
+13,906
148
$115K 0.05%
+11,231
149
$107K 0.05%
+10,900
150
$91K 0.04%
+1,569
3 4 5
6
7