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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.11%
4,376
+66
127
$481K 0.11%
+3,237
128
$478K 0.11%
3,818
+367
129
$472K 0.11%
8,667
+24
130
$464K 0.11%
7,398
+126
131
$461K 0.1%
14,845
132
$460K 0.1%
2,716
-487
133
$454K 0.1%
16,051
+15
134
$450K 0.1%
4,163
+446
135
$448K 0.1%
11,942
-1,880
136
$446K 0.1%
1,898
-38
137
$442K 0.1%
26,895
+5,970
138
$435K 0.1%
+15,039
139
$434K 0.1%
17,082
-6,096
140
$431K 0.1%
+2,985
141
$430K 0.1%
21,077
+706
142
$428K 0.1%
5,336
+415
143
$428K 0.1%
2,942
-4,561
144
$428K 0.1%
23,785
-15,769
145
$427K 0.1%
7,105
-2,620
146
$423K 0.1%
1,900
+19
147
$418K 0.09%
+19,650
148
$417K 0.09%
+16,407
149
$416K 0.09%
1,727
+56
150
$412K 0.09%
3,770
+69
4 5
6
7 8